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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 | $91,467 | $126,661-27.8% | $113,397-19.3% | $138,895-34.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 10.42% | 25.05%-14.6pp | 23.20%-12.8pp | 145.39%-135.0pp |
| Employer contribution / active EE | $4,776 | $3,456+38.2% | $2,977+60.4% | $4,194+13.9% |
| Participant deferral / active EE | $6,753 | $5,693+18.6% | $5,076+33.0% | $6,396+5.6% |
| Admin fee / account holder | $5,604 | $14,549-61.5% | $11,957-53.1% | $12,562-55.4% |