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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 | $177,156-63.8% | $147,027-56.3% | $154,746-58.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 16.34% | 21.94%-5.6pp | 20.23%-3.9pp | 172.34%-156.0pp |
| Employer contribution / active EE | $3,881 | $4,336-10.5% | $3,626+7.0% | $4,379-11.4% |
| Participant deferral / active EE | $3,736 | $5,797-35.6% | $4,933-24.3% | $6,730-44.5% |
| Admin fee / account holder | $9,209 | $14,904-38.2% | $12,223-24.7% | $14,365-35.9% |