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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 | $55,705 | $138,312-59.7% | $122,979-54.7% | $155,188-64.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 16.95% | 22.06%-5.1pp | 20.12%-3.2pp | 148.84%-131.9pp |
| Employer contribution / active EE | $7,635 | $3,530+116.3% | $3,062+149.3% | $4,248+79.7% |
| Participant deferral / active EE | $6,613 | $5,592+18.2% | $5,003+32.2% | $6,531+1.3% |
| Admin fee / account holder | $8,520 | $15,089-43.5% | $12,864-33.8% | $14,480-41.2% |