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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 | $138,312-18.5% | $122,979-8.3% | $155,188-27.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 19.34% | 22.06%-2.7pp | 20.12%-0.8pp | 148.84%-129.5pp |
| Employer contribution / active EE | $2,457 | $3,530-30.4% | $3,062-19.8% | $4,248-42.2% |
| Participant deferral / active EE | $9,073 | $5,592+62.2% | $5,003+81.3% | $6,531+38.9% |
| Admin fee / account holder | $738 | $15,089-95.1% | $12,864-94.3% | $14,480-94.9% |