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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 | $77,063 | $102,609-24.9% | $98,090-21.4% | $138,895-44.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 20.72% | 36.44%-15.7pp | 37.05%-16.3pp | 145.39%-124.7pp |
| Employer contribution / active EE | $2,555 | $3,867-33.9% | $3,606-29.1% | $4,194-39.1% |
| Participant deferral / active EE | $13,165 | $8,167+61.2% | $7,845+67.8% | $6,396+105.8% |
| Admin fee / account holder | $2,315 | $11,434-79.8% | $11,815-80.4% | $12,562-81.6% |