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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 | $88,967 | $136,860-35.0% | $120,344-26.1% | $154,746-42.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 18.40% | 21.38%-3.0pp | 20.30%-1.9pp | 172.34%-153.9pp |
| Employer contribution / active EE | $2,736 | $3,533-22.6% | $3,020-9.4% | $4,379-37.5% |
| Participant deferral / active EE | $8,085 | $5,793+39.6% | $5,135+57.5% | $6,730+20.1% |
| Admin fee / account holder | $496 | $15,393-96.8% | $12,742-96.1% | $14,365-96.5% |