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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 | $87,442 | $110,410-20.8% | $102,437-14.6% | $145,897-40.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.28% | 24.85%-6.6pp | 24.95%-6.7pp | 552.29%-534.0pp |
| Employer contribution / active EE | $3,732 | $4,217-11.5% | $3,871-3.6% | $4,663-20.0% |
| Participant deferral / active EE | $10,319 | $5,622+83.6% | $5,060+103.9% | $6,689+54.3% |
| Admin fee / account holder | $1,028 | $9,745-89.5% | $8,388-87.7% | $13,390-92.3% |