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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 | $74,475 | $110,137-32.4% | $161,149-53.8% | $82,637-9.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 19.61% | 20.69%-1.1pp | 21.16%-1.6pp | 53.51%-33.9pp |
| Employer contribution / active EE | $2,640 | $2,856-7.6% | $4,360-39.5% | $2,552+3.4% |
| Participant deferral / active EE | $9,734 | $4,575+112.8% | $6,153+58.2% | $4,126+135.9% |
| Admin fee / account holder | $8,440 | $9,467-10.8% | $15,194-44.5% | $7,339+15.0% |