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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 | $93,990 | $110,379-14.8% | $102,412-8.2% | $145,884-35.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.18% | 24.84%-12.7pp | 24.94%-12.8pp | 551.85%-539.7pp |
| Employer contribution / active EE | $3,036 | $4,216-28.0% | $3,870-21.5% | $4,662-34.9% |
| Participant deferral / active EE | $14,202 | $5,622+152.6% | $5,060+180.7% | $6,690+112.3% |
| Admin fee / account holder | $736 | $9,745-92.4% | $8,388-91.2% | $13,392-94.5% |