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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 | $111,796 | $124,425-10.2% | $112,040-0.2% | $137,256-18.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.35% | 24.72%-12.4pp | 24.52%-12.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,321 | $3,411-61.3% | $2,954-55.3% | $4,156-68.2% |
| Participant deferral / active EE | $5,569 | $5,718-2.6% | $5,098+9.2% | $6,407-13.1% |
| Admin fee / account holder | $1,117 | $15,207-92.7% | $12,098-90.8% | $12,270-90.9% |