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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 | $99,319 | $100,970-1.6% | $96,576+2.8% | $137,256-27.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.64% | 38.16%-23.5pp | 38.47%-23.8pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,450 | $3,809-35.7% | $3,553-31.1% | $4,156-41.1% |
| Participant deferral / active EE | $7,022 | $8,286-15.3% | $7,956-11.7% | $6,407+9.6% |
| Admin fee / account holder | $787 | $11,312-93.0% | $11,381-93.1% | $12,270-93.6% |