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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 | $123,000-37.6% | $105,582-27.3% | $198,609-61.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 14.49% | 18.31%-3.8pp | 18.61%-4.1pp | 202.70%-188.2pp |
| Employer contribution / active EE | $2,697 | $3,582-24.7% | $2,984-9.6% | $5,055-46.6% |
| Participant deferral / active EE | $6,706 | $5,013+33.8% | $4,353+54.0% | $6,977-3.9% |
| Admin fee / account holder | $11,573 | $16,254-28.8% | $12,856-10.0% | $19,030-39.2% |