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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 | $65,368 | $99,875-34.6% | $146,866-55.5% | $86,983-24.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 16.29% | 28.10%-11.8pp | 102.85%-86.6pp | 25.83%-9.5pp |
| Employer contribution / active EE | $2,626 | $3,224-18.6% | $4,425-40.7% | $2,584+1.6% |
| Participant deferral / active EE | $6,093 | $6,322-3.6% | $7,759-21.5% | $4,194+45.3% |
| Admin fee / account holder | $13,859 | $7,838+76.8% | $13,620+1.8% | $7,856+76.4% |