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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 | $88,327 | $110,379-20.0% | $102,412-13.8% | $145,884-39.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.40% | 24.84%-5.4pp | 24.94%-5.5pp | 551.85%-532.5pp |
| Employer contribution / active EE | $5,963 | $4,216+41.4% | $3,870+54.1% | $4,662+27.9% |
| Participant deferral / active EE | $4,578 | $5,622-18.6% | $5,060-9.5% | $6,690-31.6% |
| Admin fee / account holder | $516 | $9,745-94.7% | $8,388-93.9% | $13,392-96.2% |