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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 | $106,499 | $135,905-21.6% | $126,068-15.5% | $198,609-46.4% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 18.67% | 14.07%+4.6pp | 15.01%+3.7pp | 202.70%-184.0pp |
| Employer contribution / active EE | $3,190 | $4,245-24.8% | $3,968-19.6% | $5,055-36.9% |
| Participant deferral / active EE | $16,502 | $8,523+93.6% | $8,214+100.9% | $6,977+136.5% |
| Admin fee / account holder | $13,156 | $21,036-37.5% | $18,264-28.0% | $19,030-30.9% |