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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 | $161,352-43.4% | $134,172-31.9% | $137,256-33.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 26.14% | 28.72%-2.6pp | 25.30%+0.8pp | 220.34%-194.2pp |
| Employer contribution / active EE | $2,477 | $4,099-39.6% | $3,420-27.6% | $4,156-40.4% |
| Participant deferral / active EE | $5,875 | $5,552+5.8% | $4,690+25.3% | $6,407-8.3% |
| Admin fee / account holder | $1,671 | $15,028-88.9% | $12,016-86.1% | $12,270-86.4% |