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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 | $83,354 | $118,496-29.7% | $98,461-15.3% | $139,466-40.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 18.71% | 18.96%-0.3pp | 21.17%-2.5pp | 373.66%-355.0pp |
| Employer contribution / active EE | $2,381 | $3,611-34.1% | $3,049-21.9% | $4,754-49.9% |
| Participant deferral / active EE | $6,605 | $5,393+22.5% | $4,738+39.4% | $6,712-1.6% |
| Admin fee / account holder | $646 | $14,056-95.4% | $8,961-92.8% | $11,409-94.3% |