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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 | $66,749 | $118,488-43.7% | $98,462-32.2% | $139,487-52.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 22.70% | 18.96%+3.7pp | 21.17%+1.5pp | 373.84%-351.1pp |
| Employer contribution / active EE | $2,133 | $3,611-40.9% | $3,049-30.0% | $4,755-55.1% |
| Participant deferral / active EE | $5,278 | $5,393-2.1% | $4,738+11.4% | $6,713-21.4% |
| Admin fee / account holder | $688 | $13,868-95.0% | $8,875-92.3% | $11,407-94.0% |