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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 | $79,511 | $211,105-62.3% | $178,449-55.4% | $145,978-45.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.59% | 30.19%-14.6pp | 27.09%-11.5pp | 550.52%-534.9pp |
| Employer contribution / active EE | $3,807 | $4,569-16.7% | $3,951-3.6% | $4,662-18.3% |
| Participant deferral / active EE | $6,608 | $6,959-5.0% | $6,277+5.3% | $6,690-1.2% |
| Admin fee / account holder | $509 | $12,017-95.8% | $10,362-95.1% | $13,400-96.2% |