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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 | $65,664 | $107,666-39.0% | $102,184-35.7% | $154,746-57.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 15.72% | 29.33%-13.6pp | 31.58%-15.9pp | 172.34%-156.6pp |
| Employer contribution / active EE | $2,417 | $3,846-37.2% | $3,594-32.7% | $4,379-44.8% |
| Participant deferral / active EE | $4,117 | $8,719-52.8% | $8,309-50.4% | $6,730-38.8% |
| Admin fee / account holder | $11,350 | $12,943-12.3% | $11,609-2.2% | $14,365-21.0% |