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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 | $85,866 | $213,785-59.8% | $185,441-53.7% | $155,188-44.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 11.00% | 19.97%-9.0pp | 20.16%-9.2pp | 148.84%-137.8pp |
| Employer contribution / active EE | $2,314 | $5,393-57.1% | $4,672-50.5% | $4,248-45.5% |
| Participant deferral / active EE | $5,371 | $6,864-21.8% | $6,152-12.7% | $6,531-17.8% |
| Admin fee / account holder | $22,817 | $21,134+8.0% | $17,890+27.5% | $14,480+57.6% |