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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 | $76,711 | $138,312-44.5% | $122,979-37.6% | $155,188-50.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 20.73% | 22.06%-1.3pp | 20.12%+0.6pp | 148.84%-128.1pp |
| Employer contribution / active EE | $4,307 | $3,530+22.0% | $3,062+40.6% | $4,248+1.4% |
| Participant deferral / active EE | $13,183 | $5,592+135.7% | $5,003+163.5% | $6,531+101.9% |
| Admin fee / account holder | $7,568 | $15,089-49.8% | $12,864-41.2% | $14,480-47.7% |