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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 | $97,289-20.8% | $92,805-17.0% | $155,188-50.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 20.72% | 29.03%-8.3pp | 31.59%-10.9pp | 148.84%-128.1pp |
| Employer contribution / active EE | $2,555 | $3,632-29.6% | $3,424-25.4% | $4,248-39.8% |
| Participant deferral / active EE | $13,165 | $8,795+49.7% | $8,448+55.8% | $6,531+101.6% |
| Admin fee / account holder | $2,315 | $12,015-80.7% | $10,911-78.8% | $14,480-84.0% |