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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 | $67,040 | $199,109-66.3% | $173,730-61.4% | $154,746-56.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 11.25% | 20.02%-8.8pp | 19.96%-8.7pp | 172.34%-161.1pp |
| Employer contribution / active EE | $2,201 | $5,311-58.6% | $4,577-51.9% | $4,379-49.7% |
| Participant deferral / active EE | $4,207 | $7,113-40.8% | $6,326-33.5% | $6,730-37.5% |
| Admin fee / account holder | $15,484 | $20,916-26.0% | $17,523-11.6% | $14,365+7.8% |