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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 | $88,548 | $149,446-40.7% | $256,809-65.5% | $94,015-5.8% |
| Participation rate | 100.0% | 85.3%+14.7pp | 88.5%+11.5pp | 70.8%+29.2pp |
| Annual return | 27.09% | 17.55%+9.5pp | 32.73%-5.6pp | 17.84%+9.2pp |
| Employer contribution / active EE | $3,066 | $4,596-33.3% | $7,263-57.8% | $2,790+9.9% |
| Participant deferral / active EE | $12,231 | $6,491+88.4% | $9,520+28.5% | $4,249+187.8% |
| Admin fee / account holder | $2,091 | $24,035-91.3% | $25,146-91.7% | $8,951-76.6% |