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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 | $77,597 | $97,289-20.2% | $92,805-16.4% | $155,188-50.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 17.24% | 29.03%-11.8pp | 31.59%-14.3pp | 148.84%-131.6pp |
| Employer contribution / active EE | $3,523 | $3,632-3.0% | $3,424+2.9% | $4,248-17.1% |
| Participant deferral / active EE | $16,204 | $8,795+84.2% | $8,448+91.8% | $6,531+148.1% |
| Admin fee / account holder | $3,431 | $12,015-71.4% | $10,911-68.6% | $14,480-76.3% |