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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 | $102,609-24.9% | $98,090-21.4% | $138,895-44.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 18.19% | 36.44%-18.2pp | 37.05%-18.9pp | 145.39%-127.2pp |
| Employer contribution / active EE | $3,372 | $3,867-12.8% | $3,606-6.5% | $4,194-19.6% |
| Participant deferral / active EE | $8,253 | $8,167+1.1% | $7,845+5.2% | $6,396+29.0% |
| Admin fee / account holder | $14,542 | $11,434+27.2% | $11,815+23.1% | $12,562+15.8% |