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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 | $145,431-49.3% | $211,142-65.1% | $87,485-15.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 15.57% | 27.21%-11.6pp | 46.84%-31.3pp | 26.06%-10.5pp |
| Employer contribution / active EE | $3,337 | $4,662-28.4% | $6,442-48.2% | $2,596+28.5% |
| Participant deferral / active EE | $9,670 | $6,859+41.0% | $9,284+4.2% | $4,274+126.3% |
| Admin fee / account holder | $1,324 | $17,052-92.2% | $19,076-93.1% | $7,775-83.0% |