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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 | $76,781 | $92,798-17.3% | $96,707-20.6% | $137,256-44.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 22.64% | 31.24%-8.6pp | 34.78%-12.1pp | 220.34%-197.7pp |
| Employer contribution / active EE | $12,001 | $4,147+189.3% | $4,191+186.3% | $4,156+188.8% |
| Participant deferral / active EE | $9,017 | $5,877+53.4% | $5,997+50.4% | $6,407+40.7% |
| Admin fee / account holder | $347 | $7,946-95.6% | $7,503-95.4% | $12,270-97.2% |