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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 | $86,667 | $138,312-37.3% | $122,979-29.5% | $155,188-44.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 18.91% | 22.06%-3.2pp | 20.12%-1.2pp | 148.84%-129.9pp |
| Employer contribution / active EE | $4,352 | $3,530+23.3% | $3,062+42.1% | $4,248+2.5% |
| Participant deferral / active EE | $15,585 | $5,592+178.7% | $5,003+211.5% | $6,531+138.6% |
| Admin fee / account holder | $12,359 | $15,089-18.1% | $12,864-3.9% | $14,480-14.6% |