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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 | $91,316 | $97,765-6.6% | $103,486-11.8% | $145,884-37.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.98% | 25.44%-12.5pp | 23.93%-10.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $2,787 | $4,687-40.5% | $4,679-40.4% | $4,662-40.2% |
| Participant deferral / active EE | $12,337 | $6,606+86.8% | $6,628+86.1% | $6,690+84.4% |
| Admin fee / account holder | $812 | $12,505-93.5% | $9,354-91.3% | $13,392-93.9% |