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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 | $91,654 | $118,496-22.7% | $98,461-6.9% | $139,466-34.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 10.85% | 18.96%-8.1pp | 21.17%-10.3pp | 373.66%-362.8pp |
| Employer contribution / active EE | $1,458 | $3,611-59.6% | $3,049-52.2% | $4,754-69.3% |
| Participant deferral / active EE | $5,381 | $5,393-0.2% | $4,738+13.6% | $6,712-19.8% |
| Admin fee / account holder | $9,703 | $14,056-31.0% | $8,961+8.3% | $11,409-14.9% |