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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 | $70,208 | $145,431-51.7% | $211,142-66.7% | $87,485-19.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 22.01% | 27.21%-5.2pp | 46.84%-24.8pp | 26.06%-4.0pp |
| Employer contribution / active EE | $9,210 | $4,662+97.6% | $6,442+43.0% | $2,596+254.7% |
| Participant deferral / active EE | $9,756 | $6,859+42.2% | $9,284+5.1% | $4,274+128.3% |
| Admin fee / account holder | $2,317 | $17,052-86.4% | $19,076-87.9% | $7,775-70.2% |