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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 | $85,004 | $177,595-52.1% | $148,496-42.8% | $198,609-57.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 13.89% | 9.97%+3.9pp | 12.33%+1.6pp | 202.70%-188.8pp |
| Employer contribution / active EE | $3,391 | $4,098-17.2% | $3,497-3.0% | $5,055-32.9% |
| Participant deferral / active EE | $3,589 | $5,539-35.2% | $4,808-25.4% | $6,977-48.6% |
| Admin fee / account holder | $877 | $27,010-96.8% | $19,547-95.5% | $19,030-95.4% |