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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 | $92,173 | $136,860-32.7% | $120,344-23.4% | $154,746-40.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 12.20% | 21.38%-9.2pp | 20.30%-8.1pp | 172.34%-160.1pp |
| Employer contribution / active EE | $3,125 | $3,533-11.6% | $3,020+3.5% | $4,379-28.6% |
| Participant deferral / active EE | $9,694 | $5,793+67.3% | $5,135+88.8% | $6,730+44.0% |
| Admin fee / account holder | $2,632 | $15,393-82.9% | $12,742-79.3% | $14,365-81.7% |