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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 | $95,018 | $115,225-17.5% | $100,712-5.7% | $138,895-31.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 16.24% | 40.35%-24.1pp | 33.27%-17.0pp | 145.39%-129.1pp |
| Employer contribution / active EE | $1,480 | $2,771-46.6% | $2,313-36.0% | $4,194-64.7% |
| Participant deferral / active EE | $7,221 | $4,699+53.7% | $4,085+76.8% | $6,396+12.9% |
| Admin fee / account holder | $1,880 | $10,844-82.7% | $9,256-79.7% | $12,562-85.0% |