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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 | $138,312-60.9% | $122,979-56.0% | $155,188-65.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 18.30% | 22.06%-3.8pp | 20.12%-1.8pp | 148.84%-130.5pp |
| Employer contribution / active EE | $5,172 | $3,530+46.5% | $3,062+68.9% | $4,248+21.8% |
| Participant deferral / active EE | $13,666 | $5,592+144.4% | $5,003+173.2% | $6,531+109.2% |
| Admin fee / account holder | $8,661 | $15,089-42.6% | $12,864-32.7% | $14,480-40.2% |