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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 | $126,661-16.5% | $113,397-6.8% | $138,895-23.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 22.19% | 25.05%-2.9pp | 23.20%-1.0pp | 145.39%-123.2pp |
| Employer contribution / active EE | $2,400 | $3,456-30.6% | $2,977-19.4% | $4,194-42.8% |
| Participant deferral / active EE | $6,064 | $5,693+6.5% | $5,076+19.4% | $6,396-5.2% |
| Admin fee / account holder | $440 | $14,549-97.0% | $11,957-96.3% | $12,562-96.5% |