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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 | $95,575 | $100,970-5.3% | $96,576-1.0% | $137,256-30.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 22.82% | 38.16%-15.3pp | 38.47%-15.7pp | 220.34%-197.5pp |
| Employer contribution / active EE | $8,507 | $3,809+123.3% | $3,553+139.4% | $4,156+104.7% |
| Participant deferral / active EE | $12,139 | $8,286+46.5% | $7,956+52.6% | $6,407+89.5% |
| Admin fee / account holder | $5,209 | $11,312-53.9% | $11,381-54.2% | $12,270-57.5% |