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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 | $76,562 | $106,247-27.9% | $96,515-20.7% | $139,466-45.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.79% | 38.47%-22.7pp | 35.73%-19.9pp | 373.66%-357.9pp |
| Employer contribution / active EE | $2,601 | $4,106-36.7% | $3,740-30.4% | $4,754-45.3% |
| Participant deferral / active EE | $6,860 | $5,456+25.7% | $4,880+40.6% | $6,712+2.2% |
| Admin fee / account holder | $6,636 | $7,885-15.8% | $6,735-1.5% | $11,409-41.8% |