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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 | $99,074 | $127,387-22.2% | $115,038-13.9% | $125,389-21.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 24.24% | 31.28%-7.0pp | 26.14%-1.9pp | 282.24%-258.0pp |
| Employer contribution / active EE | $1,897 | $5,166-63.3% | $4,608-58.8% | $4,866-61.0% |
| Participant deferral / active EE | $4,508 | $6,423-29.8% | $6,026-25.2% | $5,352-15.8% |
| Admin fee / account holder | $719 | $9,516-92.4% | $8,175-91.2% | $9,541-92.5% |