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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 | $73,918 | $97,020-23.8% | $83,322-11.3% | $135,379-45.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 9.11% | 12.31%-3.2pp | 10.64%-1.5pp | 519.79%-510.7pp |
| Employer contribution / active EE | $3,862 | $4,144-6.8% | $3,379+14.3% | $4,779-19.2% |
| Participant deferral / active EE | $7,917 | $5,964+32.7% | $5,565+42.3% | $5,609+41.1% |
| Admin fee / account holder | $597 | $8,426-92.9% | $7,540-92.1% | $10,828-94.5% |