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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,161 | $110,212-16.4% | $96,534-4.5% | $139,466-33.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.65% | 26.42%-8.8pp | 25.88%-8.2pp | 373.66%-356.0pp |
| Employer contribution / active EE | $2,746 | $3,620-24.1% | $2,965-7.4% | $4,754-42.2% |
| Participant deferral / active EE | $6,543 | $5,547+17.9% | $4,851+34.9% | $6,712-2.5% |
| Admin fee / account holder | $4,267 | $11,599-63.2% | $8,253-48.3% | $11,409-62.6% |