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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 | $75,762 | $185,141-59.1% | $153,416-50.6% | $155,188-51.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 15.01% | 18.72%-3.7pp | 17.84%-2.8pp | 148.84%-133.8pp |
| Employer contribution / active EE | $1,988 | $4,489-55.7% | $3,764-47.2% | $4,248-53.2% |
| Participant deferral / active EE | $4,092 | $5,477-25.3% | $4,723-13.4% | $6,531-37.3% |
| Admin fee / account holder | $7,648 | $16,005-52.2% | $13,095-41.6% | $14,480-47.2% |