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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 | $67,171 | $107,733-37.7% | $92,985-27.8% | $154,746-56.6% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 16.99% | 30.39%-13.4pp | 27.99%-11.0pp | 172.34%-155.3pp |
| Employer contribution / active EE | $3,392 | $3,126+8.5% | $2,662+27.4% | $4,379-22.5% |
| Participant deferral / active EE | $6,397 | $5,053+26.6% | $4,377+46.2% | $6,730-5.0% |
| Admin fee / account holder | $6,538 | $11,369-42.5% | $9,463-30.9% | $14,365-54.5% |