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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 | $213,785-44.8% | $185,441-36.4% | $155,188-24.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 11.88% | 19.97%-8.1pp | 20.16%-8.3pp | 148.84%-137.0pp |
| Employer contribution / active EE | $2,345 | $5,393-56.5% | $4,672-49.8% | $4,248-44.8% |
| Participant deferral / active EE | $2,512 | $6,864-63.4% | $6,152-59.2% | $6,531-61.5% |
| Admin fee / account holder | $7,592 | $21,134-64.1% | $17,890-57.6% | $14,480-47.6% |