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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 | $72,478 | $115,225-37.1% | $100,712-28.0% | $138,895-47.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 18.92% | 40.35%-21.4pp | 33.27%-14.4pp | 145.39%-126.5pp |
| Employer contribution / active EE | $2,014 | $2,771-27.3% | $2,313-12.9% | $4,194-52.0% |
| Participant deferral / active EE | $5,181 | $4,699+10.3% | $4,085+26.8% | $6,396-19.0% |
| Admin fee / account holder | $28,758 | $10,844+165.2% | $9,256+210.7% | $12,562+128.9% |