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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 | $73,389 | $110,379-33.5% | $102,412-28.3% | $145,884-49.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.95% | 24.84%-7.9pp | 24.94%-8.0pp | 551.85%-534.9pp |
| Employer contribution / active EE | $1,927 | $4,216-54.3% | $3,870-50.2% | $4,662-58.7% |
| Participant deferral / active EE | $6,426 | $5,622+14.3% | $5,060+27.0% | $6,690-3.9% |
| Admin fee / account holder | $1,133 | $9,745-88.4% | $8,388-86.5% | $13,392-91.5% |