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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 | $83,572 | $162,967-48.7% | $135,792-38.5% | $138,895-39.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 16.93% | 30.08%-13.1pp | 25.96%-9.0pp | 145.39%-128.5pp |
| Employer contribution / active EE | $4,202 | $4,211-0.2% | $3,496+20.2% | $4,194+0.2% |
| Participant deferral / active EE | $6,874 | $5,640+21.9% | $4,759+44.4% | $6,396+7.5% |
| Admin fee / account holder | $6,664 | $15,306-56.5% | $12,266-45.7% | $12,562-47.0% |