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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 | $88,339 | $111,814-21.0% | $103,378-14.5% | $145,978-39.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.41% | 24.80%-12.4pp | 24.91%-12.5pp | 550.52%-538.1pp |
| Employer contribution / active EE | $2,160 | $4,215-48.8% | $3,870-44.2% | $4,662-53.7% |
| Participant deferral / active EE | $7,840 | $5,618+39.6% | $5,058+55.0% | $6,690+17.2% |
| Admin fee / account holder | $1,120 | $9,764-88.5% | $8,401-86.7% | $13,400-91.6% |