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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 | $94,731 | $123,155-23.1% | $108,753-12.9% | $155,188-39.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 16.06% | 44.73%-28.7pp | 37.47%-21.4pp | 148.84%-132.8pp |
| Employer contribution / active EE | $10,405 | $2,811+270.1% | $2,427+328.8% | $4,248+144.9% |
| Participant deferral / active EE | $4,461 | $4,623-3.5% | $4,115+8.4% | $6,531-31.7% |
| Admin fee / account holder | $1,427 | $12,126-88.2% | $10,320-86.2% | $14,480-90.1% |