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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 | $68,196 | $138,312-50.7% | $122,979-44.5% | $155,188-56.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 17.52% | 22.06%-4.5pp | 20.12%-2.6pp | 148.84%-131.3pp |
| Employer contribution / active EE | $3,852 | $3,530+9.1% | $3,062+25.8% | $4,248-9.3% |
| Participant deferral / active EE | $10,459 | $5,592+87.0% | $5,003+109.1% | $6,531+60.1% |
| Admin fee / account holder | $1,622 | $15,089-89.2% | $12,864-87.4% | $14,480-88.8% |