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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 | $64,712 | $124,425-48.0% | $112,040-42.2% | $137,256-52.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.39% | 24.72%-8.3pp | 24.52%-8.1pp | 220.34%-204.0pp |
| Employer contribution / active EE | $3,182 | $3,411-6.7% | $2,954+7.7% | $4,156-23.4% |
| Participant deferral / active EE | $4,228 | $5,718-26.1% | $5,098-17.1% | $6,407-34.0% |
| Admin fee / account holder | $1,318 | $15,207-91.3% | $12,098-89.1% | $12,270-89.3% |