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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 | $82,372 | $138,312-40.4% | $122,979-33.0% | $155,188-46.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 16.69% | 22.06%-5.4pp | 20.12%-3.4pp | 148.84%-132.2pp |
| Employer contribution / active EE | $2,865 | $3,530-18.9% | $3,062-6.5% | $4,248-32.6% |
| Participant deferral / active EE | $20,558 | $5,592+267.6% | $5,003+310.9% | $6,531+214.8% |
| Admin fee / account holder | $878 | $15,089-94.2% | $12,864-93.2% | $14,480-93.9% |