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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 | $68,850 | $199,109-65.4% | $173,730-60.4% | $154,746-55.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 12.39% | 20.02%-7.6pp | 19.96%-7.6pp | 172.34%-160.0pp |
| Employer contribution / active EE | $2,929 | $5,311-44.9% | $4,577-36.0% | $4,379-33.1% |
| Participant deferral / active EE | $3,457 | $7,113-51.4% | $6,326-45.4% | $6,730-48.6% |
| Admin fee / account holder | $6,234 | $20,916-70.2% | $17,523-64.4% | $14,365-56.6% |