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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 | $136,860-43.7% | $120,344-36.0% | $154,746-50.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 11.96% | 21.38%-9.4pp | 20.30%-8.3pp | 172.34%-160.4pp |
| Employer contribution / active EE | $2,897 | $3,533-18.0% | $3,020-4.1% | $4,379-33.8% |
| Participant deferral / active EE | $3,064 | $5,793-47.1% | $5,135-40.3% | $6,730-54.5% |
| Admin fee / account holder | $2,221 | $15,393-85.6% | $12,742-82.6% | $14,365-84.5% |