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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 | $114,238 | $126,661-9.8% | $113,397+0.7% | $138,895-17.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 10.67% | 25.05%-14.4pp | 23.20%-12.5pp | 145.39%-134.7pp |
| Employer contribution / active EE | $1,905 | $3,456-44.9% | $2,977-36.0% | $4,194-54.6% |
| Participant deferral / active EE | $3,310 | $5,693-41.9% | $5,076-34.8% | $6,396-48.3% |
| Admin fee / account holder | $1,268 | $14,549-91.3% | $11,957-89.4% | $12,562-89.9% |