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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 | $177,156-48.4% | $147,027-37.8% | $154,746-40.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 26.14% | 21.94%+4.2pp | 20.23%+5.9pp | 172.34%-146.2pp |
| Employer contribution / active EE | $2,477 | $4,336-42.9% | $3,626-31.7% | $4,379-43.4% |
| Participant deferral / active EE | $5,875 | $5,797+1.3% | $4,933+19.1% | $6,730-12.7% |
| Admin fee / account holder | $1,671 | $14,904-88.8% | $12,223-86.3% | $14,365-88.4% |