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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 | $84,838 | $112,729-24.7% | $98,716-14.1% | $137,256-38.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.19% | 38.48%-21.3pp | 31.81%-14.6pp | 220.34%-203.2pp |
| Employer contribution / active EE | $3,679 | $2,725+35.0% | $2,279+61.5% | $4,156-11.5% |
| Participant deferral / active EE | $5,692 | $4,640+22.7% | $4,048+40.6% | $6,407-11.2% |
| Admin fee / account holder | $4,682 | $10,129-53.8% | $8,703-46.2% | $12,270-61.8% |