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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 | $85,925 | $103,393-16.9% | $87,103-1.4% | $152,909-43.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 19.01% | 28.10%-9.1pp | 28.19%-9.2pp | 345.46%-326.5pp |
| Employer contribution / active EE | $2,857 | $3,221-11.3% | $2,521+13.3% | $4,764-40.0% |
| Participant deferral / active EE | $5,443 | $4,778+13.9% | $4,049+34.4% | $5,851-7.0% |
| Admin fee / account holder | $521 | $12,195-95.7% | $7,491-93.0% | $11,601-95.5% |