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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 | $58,054 | $161,352-64.0% | $134,172-56.7% | $137,256-57.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 15.08% | 28.72%-13.6pp | 25.30%-10.2pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,376 | $4,099-42.0% | $3,420-30.5% | $4,156-42.8% |
| Participant deferral / active EE | $7,067 | $5,552+27.3% | $4,690+50.7% | $6,407+10.3% |
| Admin fee / account holder | $15,095 | $15,028+0.4% | $12,016+25.6% | $12,270+23.0% |