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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 | $199,109-56.9% | $173,730-50.6% | $154,746-44.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 11.00% | 20.02%-9.0pp | 19.96%-9.0pp | 172.34%-161.3pp |
| Employer contribution / active EE | $2,314 | $5,311-56.4% | $4,577-49.4% | $4,379-47.2% |
| Participant deferral / active EE | $5,371 | $7,113-24.5% | $6,326-15.1% | $6,730-20.2% |
| Admin fee / account holder | $22,817 | $20,916+9.1% | $17,523+30.2% | $14,365+58.8% |