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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 | $124,425-33.8% | $112,040-26.5% | $137,256-40.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.69% | 24.72%-8.0pp | 24.52%-7.8pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,865 | $3,411-16.0% | $2,954-3.0% | $4,156-31.1% |
| Participant deferral / active EE | $20,558 | $5,718+259.5% | $5,098+303.3% | $6,407+220.9% |
| Admin fee / account holder | $878 | $15,207-94.2% | $12,098-92.7% | $12,270-92.8% |