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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 | $135,905-43.3% | $126,068-38.9% | $198,609-61.2% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 18.19% | 14.07%+4.1pp | 15.01%+3.2pp | 202.70%-184.5pp |
| Employer contribution / active EE | $3,372 | $4,245-20.6% | $3,968-15.0% | $5,055-33.3% |
| Participant deferral / active EE | $8,253 | $8,523-3.2% | $8,214+0.5% | $6,977+18.3% |
| Admin fee / account holder | $14,542 | $21,036-30.9% | $18,264-20.4% | $19,030-23.6% |