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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 | $92,212 | $97,289-5.2% | $92,805-0.6% | $155,188-40.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 21.30% | 29.03%-7.7pp | 31.59%-10.3pp | 148.84%-127.5pp |
| Employer contribution / active EE | $3,043 | $3,632-16.2% | $3,424-11.1% | $4,248-28.4% |
| Participant deferral / active EE | $13,052 | $8,795+48.4% | $8,448+54.5% | $6,531+99.8% |
| Admin fee / account holder | $763 | $12,015-93.7% | $10,911-93.0% | $14,480-94.7% |