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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 | $76,993 | $138,312-44.3% | $122,979-37.4% | $155,188-50.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 11.96% | 22.06%-10.1pp | 20.12%-8.2pp | 148.84%-136.9pp |
| Employer contribution / active EE | $2,897 | $3,530-17.9% | $3,062-5.4% | $4,248-31.8% |
| Participant deferral / active EE | $3,064 | $5,592-45.2% | $5,003-38.8% | $6,531-53.1% |
| Admin fee / account holder | $2,221 | $15,089-85.3% | $12,864-82.7% | $14,480-84.7% |