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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 | $105,707 | $124,425-15.0% | $112,040-5.7% | $137,256-23.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 22.19% | 24.72%-2.5pp | 24.52%-2.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $2,400 | $3,411-29.6% | $2,954-18.7% | $4,156-42.2% |
| Participant deferral / active EE | $6,064 | $5,718+6.0% | $5,098+18.9% | $6,407-5.4% |
| Admin fee / account holder | $440 | $15,207-97.1% | $12,098-96.4% | $12,270-96.4% |