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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 | $99,232 | $103,393-4.0% | $87,103+13.9% | $152,909-35.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 18.78% | 28.10%-9.3pp | 28.19%-9.4pp | 345.46%-326.7pp |
| Employer contribution / active EE | $1,885 | $3,221-41.5% | $2,521-25.2% | $4,764-60.4% |
| Participant deferral / active EE | $7,631 | $4,778+59.7% | $4,049+88.5% | $5,851+30.4% |
| Admin fee / account holder | $1,209 | $12,195-90.1% | $7,491-83.9% | $11,601-89.6% |