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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 | $82,441 | $138,312-40.4% | $122,979-33.0% | $155,188-46.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 11.07% | 22.06%-11.0pp | 20.12%-9.0pp | 148.84%-137.8pp |
| Employer contribution / active EE | $6,108 | $3,530+73.0% | $3,062+99.5% | $4,248+43.8% |
| Participant deferral / active EE | $4,986 | $5,592-10.8% | $5,003-0.3% | $6,531-23.7% |
| Admin fee / account holder | $25,527 | $15,089+69.2% | $12,864+98.4% | $14,480+76.3% |