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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 | $68,915 | $115,225-40.2% | $100,712-31.6% | $138,895-50.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 12.90% | 40.35%-27.5pp | 33.27%-20.4pp | 145.39%-132.5pp |
| Employer contribution / active EE | $2,526 | $2,771-8.8% | $2,313+9.2% | $4,194-39.8% |
| Participant deferral / active EE | $5,377 | $4,699+14.4% | $4,085+31.6% | $6,396-15.9% |
| Admin fee / account holder | $21,609 | $10,844+99.3% | $9,256+133.5% | $12,562+72.0% |