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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 | $74,398 | $138,312-46.2% | $122,979-39.5% | $155,188-52.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 11.59% | 22.06%-10.5pp | 20.12%-8.5pp | 148.84%-137.2pp |
| Employer contribution / active EE | $2,806 | $3,530-20.5% | $3,062-8.4% | $4,248-33.9% |
| Participant deferral / active EE | $6,325 | $5,592+13.1% | $5,003+26.4% | $6,531-3.2% |
| Admin fee / account holder | $562 | $15,089-96.3% | $12,864-95.6% | $14,480-96.1% |