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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 | $92,775 | $115,911-20.0% | $100,530-7.7% | $158,950-41.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 17.61% | 34.80%-17.2pp | 30.89%-13.3pp | 302.91%-285.3pp |
| Employer contribution / active EE | $3,666 | $4,104-10.7% | $3,418+7.3% | $4,762-23.0% |
| Participant deferral / active EE | $7,722 | $6,676+15.7% | $6,271+23.1% | $5,983+29.1% |
| Admin fee / account holder | $1,332 | $10,999-87.9% | $8,083-83.5% | $11,248-88.2% |