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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 | $72,693 | $126,661-42.6% | $113,397-35.9% | $138,895-47.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 15.28% | 25.05%-9.8pp | 23.20%-7.9pp | 145.39%-130.1pp |
| Employer contribution / active EE | $2,784 | $3,456-19.4% | $2,977-6.5% | $4,194-33.6% |
| Participant deferral / active EE | $13,317 | $5,693+133.9% | $5,076+162.3% | $6,396+108.2% |
| Admin fee / account holder | $4,432 | $14,549-69.5% | $11,957-62.9% | $12,562-64.7% |