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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 | $107,733-28.8% | $92,985-17.5% | $154,746-50.4% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 14.49% | 30.39%-15.9pp | 27.99%-13.5pp | 172.34%-157.8pp |
| Employer contribution / active EE | $2,697 | $3,126-13.7% | $2,662+1.3% | $4,379-38.4% |
| Participant deferral / active EE | $6,706 | $5,053+32.7% | $4,377+53.2% | $6,730-0.4% |
| Admin fee / account holder | $11,573 | $11,369+1.8% | $9,463+22.3% | $14,365-19.4% |