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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 | $93,219 | $111,814-16.6% | $103,374-9.8% | $145,959-36.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.13% | 24.77%-12.6pp | 24.89%-12.8pp | 561.95%-549.8pp |
| Employer contribution / active EE | $4,759 | $4,214+12.9% | $3,869+23.0% | $4,661+2.1% |
| Participant deferral / active EE | $9,753 | $5,618+73.6% | $5,058+92.8% | $6,689+45.8% |
| Admin fee / account holder | $716 | $9,754-92.7% | $8,394-91.5% | $13,398-94.7% |