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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 | $69,813 | $78,423-11.0% | $95,964-27.3% | $79,856-12.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 17.18% | 19.37%-2.2pp | 91.64%-74.5pp | 31.71%-14.5pp |
| Employer contribution / active EE | $1,629 | $1,945-16.3% | $2,541-35.9% | $2,471-34.1% |
| Participant deferral / active EE | $4,180 | $3,440+21.5% | $4,167+0.3% | $3,741+11.8% |
| Admin fee / account holder | $5,957 | $5,622+6.0% | $6,797-12.4% | $5,306+12.3% |