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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 | $101,205 | $126,661-20.1% | $113,397-10.8% | $138,895-27.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 17.55% | 25.05%-7.5pp | 23.20%-5.6pp | 145.39%-127.8pp |
| Employer contribution / active EE | $1,691 | $3,456-51.1% | $2,977-43.2% | $4,194-59.7% |
| Participant deferral / active EE | $5,165 | $5,693-9.3% | $5,076+1.7% | $6,396-19.2% |
| Admin fee / account holder | $1,353 | $14,549-90.7% | $11,957-88.7% | $12,562-89.2% |