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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 | $77,080 | $100,970-23.7% | $96,576-20.2% | $137,256-43.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.19% | 38.16%-20.0pp | 38.47%-20.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $3,372 | $3,809-11.5% | $3,553-5.1% | $4,156-18.9% |
| Participant deferral / active EE | $8,253 | $8,286-0.4% | $7,956+3.7% | $6,407+28.8% |
| Admin fee / account holder | $14,542 | $11,312+28.6% | $11,381+27.8% | $12,270+18.5% |