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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 | $73,707 | $146,267-49.6% | $197,124-62.6% | $82,448-10.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 15.57% | 29.61%-14.0pp | 44.34%-28.8pp | 41.64%-26.1pp |
| Employer contribution / active EE | $3,337 | $4,723-29.3% | $6,227-46.4% | $2,551+30.8% |
| Participant deferral / active EE | $9,670 | $7,035+37.5% | $9,135+5.9% | $4,139+133.6% |
| Admin fee / account holder | $1,324 | $14,422-90.8% | $16,298-91.9% | $7,234-81.7% |