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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 | $103,477 | $123,155-16.0% | $108,753-4.9% | $155,188-33.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 14.98% | 44.73%-29.7pp | 37.47%-22.5pp | 148.84%-133.9pp |
| Employer contribution / active EE | $3,699 | $2,811+31.6% | $2,427+52.4% | $4,248-12.9% |
| Participant deferral / active EE | $9,780 | $4,623+111.5% | $4,115+137.7% | $6,531+49.7% |
| Admin fee / account holder | $754 | $12,126-93.8% | $10,320-92.7% | $14,480-94.8% |