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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 | $46,043 | $213,785-78.5% | $185,441-75.2% | $155,188-70.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 17.01% | 19.97%-3.0pp | 20.16%-3.2pp | 148.84%-131.8pp |
| Employer contribution / active EE | $2,849 | $5,393-47.2% | $4,672-39.0% | $4,248-32.9% |
| Participant deferral / active EE | $9,472 | $6,864+38.0% | $6,152+54.0% | $6,531+45.0% |
| Admin fee / account holder | $13,768 | $21,134-34.9% | $17,890-23.0% | $14,480-4.9% |