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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 | $46,215 | $213,785-78.4% | $185,441-75.1% | $155,188-70.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 14.95% | 19.97%-5.0pp | 20.16%-5.2pp | 148.84%-133.9pp |
| Employer contribution / active EE | $4,935 | $5,393-8.5% | $4,672+5.6% | $4,248+16.2% |
| Participant deferral / active EE | $2,651 | $6,864-61.4% | $6,152-56.9% | $6,531-59.4% |
| Admin fee / account holder | $5,870 | $21,134-72.2% | $17,890-67.2% | $14,480-59.5% |