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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 | $70,283 | $112,729-37.7% | $98,716-28.8% | $137,256-48.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.29% | 38.48%-21.2pp | 31.81%-14.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,935 | $2,725+7.7% | $2,279+28.8% | $4,156-29.4% |
| Participant deferral / active EE | $9,779 | $4,640+110.8% | $4,048+141.6% | $6,407+52.6% |
| Admin fee / account holder | $2,264 | $10,129-77.7% | $8,703-74.0% | $12,270-81.6% |