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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 | $76,754 | $87,166-11.9% | $76,7350% | $137,256-44.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 14.49% | 26.50%-12.0pp | 29.77%-15.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,697 | $2,904-7.1% | $2,454+9.9% | $4,156-35.1% |
| Participant deferral / active EE | $6,706 | $4,726+41.9% | $4,088+64.0% | $6,407+4.7% |
| Admin fee / account holder | $11,573 | $8,403+37.7% | $7,189+61.0% | $12,270-5.7% |