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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 | $54,116 | $126,661-57.3% | $113,397-52.3% | $138,895-61.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 18.30% | 25.05%-6.8pp | 23.20%-4.9pp | 145.39%-127.1pp |
| Employer contribution / active EE | $5,172 | $3,456+49.6% | $2,977+73.7% | $4,194+23.3% |
| Participant deferral / active EE | $13,666 | $5,693+140.1% | $5,076+169.2% | $6,396+113.7% |
| Admin fee / account holder | $8,661 | $14,549-40.5% | $11,957-27.6% | $12,562-31.1% |