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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 | $100,970-0.7% | $96,576+3.8% | $137,256-26.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 22.81% | 38.16%-15.4pp | 38.47%-15.7pp | 220.34%-197.5pp |
| Employer contribution / active EE | $4,219 | $3,809+10.8% | $3,553+18.7% | $4,156+1.5% |
| Participant deferral / active EE | $16,819 | $8,286+103.0% | $7,956+111.4% | $6,407+162.5% |
| Admin fee / account holder | $1,679 | $11,312-85.2% | $11,381-85.2% | $12,270-86.3% |