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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 | $88,981 | $127,386-30.1% | $115,037-22.6% | $125,393-29.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2.40% | 31.28%-28.9pp | 26.14%-23.7pp | 282.23%-279.8pp |
| Employer contribution / active EE | $5,889 | $5,166+14.0% | $4,608+27.8% | $4,866+21.0% |
| Participant deferral / active EE | $2,485 | $6,423-61.3% | $6,026-58.8% | $5,351-53.6% |
| Admin fee / account holder | $479 | $9,516-95.0% | $8,175-94.1% | $9,541-95.0% |