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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 | $102,609-10.1% | $98,090-6.0% | $138,895-33.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 21.30% | 36.44%-15.1pp | 37.05%-15.7pp | 145.39%-124.1pp |
| Employer contribution / active EE | $3,043 | $3,867-21.3% | $3,606-15.6% | $4,194-27.5% |
| Participant deferral / active EE | $13,052 | $8,167+59.8% | $7,845+66.4% | $6,396+104.1% |
| Admin fee / account holder | $763 | $11,434-93.3% | $11,815-93.5% | $12,562-93.9% |