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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 | $162,967-64.4% | $135,792-57.2% | $138,895-58.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 15.08% | 30.08%-15.0pp | 25.96%-10.9pp | 145.39%-130.3pp |
| Employer contribution / active EE | $2,376 | $4,211-43.6% | $3,496-32.0% | $4,194-43.3% |
| Participant deferral / active EE | $7,067 | $5,640+25.3% | $4,759+48.5% | $6,396+10.5% |
| Admin fee / account holder | $15,095 | $15,306-1.4% | $12,266+23.1% | $12,562+20.2% |