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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 | $91,382 | $162,967-43.9% | $135,792-32.7% | $138,895-34.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 26.14% | 30.08%-3.9pp | 25.96%+0.2pp | 145.39%-119.3pp |
| Employer contribution / active EE | $2,477 | $4,211-41.2% | $3,496-29.1% | $4,194-40.9% |
| Participant deferral / active EE | $5,875 | $5,640+4.2% | $4,759+23.4% | $6,396-8.1% |
| Admin fee / account holder | $1,671 | $15,306-89.1% | $12,266-86.4% | $12,562-86.7% |