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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 | $86,918 | $184,014-52.8% | $161,149-46.1% | $138,895-37.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 13.96% | 21.52%-7.6pp | 21.16%-7.2pp | 145.39%-131.4pp |
| Employer contribution / active EE | $2,544 | $5,055-49.7% | $4,360-41.6% | $4,194-39.3% |
| Participant deferral / active EE | $4,442 | $6,909-35.7% | $6,153-27.8% | $6,396-30.6% |
| Admin fee / account holder | $45,277 | $18,027+151.2% | $15,194+198.0% | $12,562+260.4% |