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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 | $54,918 | $136,860-59.9% | $120,344-54.4% | $154,746-64.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 13.89% | 21.38%-7.5pp | 20.30%-6.4pp | 172.34%-158.4pp |
| Employer contribution / active EE | $4,906 | $3,533+38.9% | $3,020+62.5% | $4,379+12.0% |
| Participant deferral / active EE | $8,875 | $5,793+53.2% | $5,135+72.8% | $6,730+31.9% |
| Admin fee / account holder | $3,184 | $15,393-79.3% | $12,742-75.0% | $14,365-77.8% |