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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 | $106,532 | $127,386-16.4% | $115,037-7.4% | $125,393-15.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 9.21% | 31.28%-22.1pp | 26.14%-16.9pp | 282.23%-273.0pp |
| Employer contribution / active EE | $4,984 | $5,166-3.5% | $4,608+8.2% | $4,866+2.4% |
| Participant deferral / active EE | $12,206 | $6,423+90.0% | $6,026+102.5% | $5,351+128.1% |
| Admin fee / account holder | $7,635 | $9,516-19.8% | $8,175-6.6% | $9,541-20.0% |