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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 | $85,666 | $151,427-43.4% | $112,860-24.1% | $154,746-44.6% |
| Participation rate | 100.0% | 69.1%+30.9pp | 66.3%+33.7pp | 80.7%+19.3pp |
| Annual return | 18.76% | 30.95%-12.2pp | 35.26%-16.5pp | 172.34%-153.6pp |
| Employer contribution / active EE | $2,166 | $2,750-21.2% | $2,206-1.8% | $4,379-50.5% |
| Participant deferral / active EE | $6,883 | $4,285+60.6% | $3,493+97.0% | $6,730+2.3% |
| Admin fee / account holder | $2,243 | $7,369-69.6% | $6,841-67.2% | $14,365-84.4% |