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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 | $93,076 | $136,860-32.0% | $120,344-22.7% | $154,746-39.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 16.08% | 21.38%-5.3pp | 20.30%-4.2pp | 172.34%-156.3pp |
| Employer contribution / active EE | $2,717 | $3,533-23.1% | $3,020-10.0% | $4,379-38.0% |
| Participant deferral / active EE | $11,888 | $5,793+105.2% | $5,135+131.5% | $6,730+76.6% |
| Admin fee / account holder | $4,452 | $15,393-71.1% | $12,742-65.1% | $14,365-69.0% |