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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 | $82,194 | $102,609-19.9% | $98,090-16.2% | $138,895-40.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 18.49% | 36.44%-17.9pp | 37.05%-18.6pp | 145.39%-126.9pp |
| Employer contribution / active EE | $3,145 | $3,867-18.7% | $3,606-12.8% | $4,194-25.0% |
| Participant deferral / active EE | $9,196 | $8,167+12.6% | $7,845+17.2% | $6,396+43.8% |
| Admin fee / account holder | $884 | $11,434-92.3% | $11,815-92.5% | $12,562-93.0% |