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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 | $102,556 | $117,829-13.0% | $102,423+0.1% | $145,877-29.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.74% | 31.83%-22.1pp | 29.42%-19.7pp | 551.28%-541.5pp |
| Employer contribution / active EE | $3,590 | $3,615-0.7% | $3,023+18.8% | $4,663-23.0% |
| Participant deferral / active EE | $4,297 | $5,732-25.0% | $5,054-15.0% | $6,691-35.8% |
| Admin fee / account holder | $2,223 | $13,335-83.3% | $9,455-76.5% | $13,402-83.4% |