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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 | $56,444 | $138,312-59.2% | $122,979-54.1% | $155,188-63.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 23.59% | 22.06%+1.5pp | 20.12%+3.5pp | 148.84%-125.2pp |
| Employer contribution / active EE | $2,898 | $3,530-17.9% | $3,062-5.4% | $4,248-31.8% |
| Participant deferral / active EE | $5,911 | $5,592+5.7% | $5,003+18.2% | $6,531-9.5% |
| Admin fee / account holder | $926 | $15,089-93.9% | $12,864-92.8% | $14,480-93.6% |