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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 | $58,399 | $185,141-68.5% | $153,416-61.9% | $155,188-62.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 16.04% | 18.72%-2.7pp | 17.84%-1.8pp | 148.84%-132.8pp |
| Employer contribution / active EE | $3,898 | $4,489-13.2% | $3,764+3.6% | $4,248-8.2% |
| Participant deferral / active EE | $7,145 | $5,477+30.5% | $4,723+51.3% | $6,531+9.4% |
| Admin fee / account holder | $8,515 | $16,005-46.8% | $13,095-35.0% | $14,480-41.2% |