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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 | $88,306 | $165,361-46.6% | $149,715-41.0% | $158,950-44.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.93% | 348.24%-336.3pp | 276.66%-264.7pp | 302.91%-291.0pp |
| Employer contribution / active EE | $2,030 | $5,103-60.2% | $4,645-56.3% | $4,762-57.4% |
| Participant deferral / active EE | $6,623 | $7,182-7.8% | $6,842-3.2% | $5,983+10.7% |
| Admin fee / account holder | $544 | $10,808-95.0% | $9,310-94.2% | $11,248-95.2% |