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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 | $103,881 | $213,785-51.4% | $185,441-44.0% | $155,188-33.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 11.40% | 19.97%-8.6pp | 20.16%-8.8pp | 148.84%-137.4pp |
| Employer contribution / active EE | $2,488 | $5,393-53.9% | $4,672-46.8% | $4,248-41.4% |
| Participant deferral / active EE | $5,160 | $6,864-24.8% | $6,152-16.1% | $6,531-21.0% |
| Admin fee / account holder | $4,524 | $21,134-78.6% | $17,890-74.7% | $14,480-68.8% |