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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 | $100,275 | $135,905-26.2% | $126,068-20.5% | $198,609-49.5% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 22.81% | 14.07%+8.7pp | 15.01%+7.8pp | 202.70%-179.9pp |
| Employer contribution / active EE | $4,219 | $4,245-0.6% | $3,968+6.3% | $5,055-16.5% |
| Participant deferral / active EE | $16,819 | $8,523+97.3% | $8,214+104.8% | $6,977+141.1% |
| Admin fee / account holder | $1,679 | $21,036-92.0% | $18,264-90.8% | $19,030-91.2% |