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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 | $56,565 | $107,666-47.5% | $102,184-44.6% | $154,746-63.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 15.11% | 29.33%-14.2pp | 31.58%-16.5pp | 172.34%-157.2pp |
| Employer contribution / active EE | $2,663 | $3,846-30.8% | $3,594-25.9% | $4,379-39.2% |
| Participant deferral / active EE | $9,700 | $8,719+11.2% | $8,309+16.7% | $6,730+44.1% |
| Admin fee / account holder | $3,724 | $12,943-71.2% | $11,609-67.9% | $14,365-74.1% |