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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 | $79,957 | $126,661-36.9% | $113,397-29.5% | $138,895-42.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 10.83% | 25.05%-14.2pp | 23.20%-12.4pp | 145.39%-134.6pp |
| Employer contribution / active EE | $4,627 | $3,456+33.9% | $2,977+55.4% | $4,194+10.3% |
| Participant deferral / active EE | $4,238 | $5,693-25.5% | $5,076-16.5% | $6,396-33.7% |
| Admin fee / account holder | $1,079 | $14,549-92.6% | $11,957-91.0% | $12,562-91.4% |