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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 | $97,981 | $136,860-28.4% | $120,344-18.6% | $154,746-36.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 18.04% | 21.38%-3.3pp | 20.30%-2.3pp | 172.34%-154.3pp |
| Employer contribution / active EE | $4,709 | $3,533+33.3% | $3,020+55.9% | $4,379+7.5% |
| Participant deferral / active EE | $15,122 | $5,793+161.0% | $5,135+194.5% | $6,730+124.7% |
| Admin fee / account holder | $4,485 | $15,393-70.9% | $12,742-64.8% | $14,365-68.8% |