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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 | $81,806 | $110,410-25.9% | $102,437-20.1% | $145,897-43.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.62% | 24.85%-3.2pp | 24.95%-3.3pp | 552.29%-530.7pp |
| Employer contribution / active EE | $3,698 | $4,217-12.3% | $3,871-4.5% | $4,663-20.7% |
| Participant deferral / active EE | $10,820 | $5,622+92.5% | $5,060+113.8% | $6,689+61.7% |
| Admin fee / account holder | $3,474 | $9,745-64.4% | $8,388-58.6% | $13,390-74.1% |