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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 | $102,609-44.9% | $98,090-42.3% | $138,895-59.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 15.11% | 36.44%-21.3pp | 37.05%-21.9pp | 145.39%-130.3pp |
| Employer contribution / active EE | $2,663 | $3,867-31.1% | $3,606-26.2% | $4,194-36.5% |
| Participant deferral / active EE | $9,700 | $8,167+18.8% | $7,845+23.6% | $6,396+51.7% |
| Admin fee / account holder | $3,724 | $11,434-67.4% | $11,815-68.5% | $12,562-70.4% |