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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 | $92,745 | $118,496-21.7% | $98,461-5.8% | $139,466-33.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.44% | 18.96%-1.5pp | 21.17%-3.7pp | 373.66%-356.2pp |
| Employer contribution / active EE | $2,130 | $3,611-41.0% | $3,049-30.1% | $4,754-55.2% |
| Participant deferral / active EE | $9,038 | $5,393+67.6% | $4,738+90.7% | $6,712+34.6% |
| Admin fee / account holder | $15,536 | $14,056+10.5% | $8,961+73.4% | $11,409+36.2% |