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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 | $124,425-38.3% | $112,040-31.5% | $137,256-44.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.73% | 24.72%-4.0pp | 24.52%-3.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $4,307 | $3,411+26.3% | $2,954+45.8% | $4,156+3.6% |
| Participant deferral / active EE | $13,183 | $5,718+130.5% | $5,098+158.6% | $6,407+105.8% |
| Admin fee / account holder | $7,568 | $15,207-50.2% | $12,098-37.4% | $12,270-38.3% |