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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 | $82,400 | $123,898-33.5% | $116,538-29.3% | $155,188-46.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.8%+19.2pp |
| Annual return | 13.90% | 16.04%-2.1pp | 17.97%-4.1pp | 148.84%-134.9pp |
| Employer contribution / active EE | $5,054 | $4,739+6.6% | $4,541+11.3% | $4,248+19.0% |
| Participant deferral / active EE | $5,054 | $6,400-21.0% | $6,207-18.6% | $6,531-22.6% |
| Admin fee / account holder | $21,230 | $9,174+131.4% | $8,737+143.0% | $14,480+46.6% |