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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 | $138,312-35.7% | $122,979-27.7% | $155,188-42.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 18.40% | 22.06%-3.7pp | 20.12%-1.7pp | 148.84%-130.4pp |
| Employer contribution / active EE | $2,736 | $3,530-22.5% | $3,062-10.7% | $4,248-35.6% |
| Participant deferral / active EE | $8,085 | $5,592+44.6% | $5,003+61.6% | $6,531+23.8% |
| Admin fee / account holder | $496 | $15,089-96.7% | $12,864-96.1% | $14,480-96.6% |