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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 | $94,083 | $106,280-11.5% | $96,538-2.5% | $139,487-32.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 24.33% | 38.48%-14.2pp | 35.74%-11.4pp | 373.84%-349.5pp |
| Employer contribution / active EE | $1,232 | $4,107-70.0% | $3,740-67.1% | $4,755-74.1% |
| Participant deferral / active EE | $7,262 | $5,457+33.1% | $4,880+48.8% | $6,713+8.2% |
| Admin fee / account holder | $2,975 | $7,888-62.3% | $6,737-55.8% | $11,407-73.9% |