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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 | $112,718 | $126,661-11.0% | $113,397-0.6% | $138,895-18.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 19.34% | 25.05%-5.7pp | 23.20%-3.9pp | 145.39%-126.0pp |
| Employer contribution / active EE | $2,457 | $3,456-28.9% | $2,977-17.5% | $4,194-41.4% |
| Participant deferral / active EE | $9,073 | $5,693+59.4% | $5,076+78.7% | $6,396+41.8% |
| Admin fee / account holder | $738 | $14,549-94.9% | $11,957-93.8% | $12,562-94.1% |