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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 | $89,390 | $103,393-13.5% | $87,103+2.6% | $152,909-41.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 18.14% | 28.10%-10.0pp | 28.19%-10.1pp | 345.46%-327.3pp |
| Employer contribution / active EE | $2,792 | $3,221-13.3% | $2,521+10.7% | $4,764-41.4% |
| Participant deferral / active EE | $7,295 | $4,778+52.7% | $4,049+80.2% | $5,851+24.7% |
| Admin fee / account holder | $3,014 | $12,195-75.3% | $7,491-59.8% | $11,601-74.0% |