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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 | $64,189 | $161,352-60.2% | $134,172-52.2% | $137,256-53.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 16.34% | 28.72%-12.4pp | 25.30%-9.0pp | 220.34%-204.0pp |
| Employer contribution / active EE | $3,881 | $4,099-5.3% | $3,420+13.5% | $4,156-6.6% |
| Participant deferral / active EE | $3,736 | $5,552-32.7% | $4,690-20.4% | $6,407-41.7% |
| Admin fee / account holder | $9,209 | $15,028-38.7% | $12,016-23.4% | $12,270-25.0% |