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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 | $98,194 | $100,970-2.7% | $96,576+1.7% | $137,256-28.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.16% | 38.16%-25.0pp | 38.47%-25.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,958 | $3,809-48.6% | $3,553-44.9% | $4,156-52.9% |
| Participant deferral / active EE | $3,908 | $8,286-52.8% | $7,956-50.9% | $6,407-39.0% |
| Admin fee / account holder | $3,053 | $11,312-73.0% | $11,381-73.2% | $12,270-75.1% |