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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 | $84,228 | $124,425-32.3% | $112,040-24.8% | $137,256-38.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.70% | 24.72%-7.0pp | 24.52%-6.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,471 | $3,411-27.6% | $2,954-16.3% | $4,156-40.5% |
| Participant deferral / active EE | $10,716 | $5,718+87.4% | $5,098+110.2% | $6,407+67.3% |
| Admin fee / account holder | $2,314 | $15,207-84.8% | $12,098-80.9% | $12,270-81.1% |