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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 | $117,942 | $199,109-40.8% | $173,730-32.1% | $154,746-23.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 11.88% | 20.02%-8.1pp | 19.96%-8.1pp | 172.34%-160.5pp |
| Employer contribution / active EE | $2,345 | $5,311-55.8% | $4,577-48.8% | $4,379-46.4% |
| Participant deferral / active EE | $2,512 | $7,113-64.7% | $6,326-60.3% | $6,730-62.7% |
| Admin fee / account holder | $7,592 | $20,916-63.7% | $17,523-56.7% | $14,365-47.2% |