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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 | $107,666-23.7% | $102,184-19.6% | $154,746-46.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 18.49% | 29.33%-10.8pp | 31.58%-13.1pp | 172.34%-153.8pp |
| Employer contribution / active EE | $3,145 | $3,846-18.2% | $3,594-12.5% | $4,379-28.2% |
| Participant deferral / active EE | $9,196 | $8,719+5.5% | $8,309+10.7% | $6,730+36.6% |
| Admin fee / account holder | $884 | $12,943-93.2% | $11,609-92.4% | $14,365-93.8% |