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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 | $96,135 | $199,109-51.7% | $173,730-44.7% | $154,746-37.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 13.78% | 20.02%-6.2pp | 19.96%-6.2pp | 172.34%-158.6pp |
| Employer contribution / active EE | $3,162 | $5,311-40.5% | $4,577-30.9% | $4,379-27.8% |
| Participant deferral / active EE | $9,530 | $7,113+34.0% | $6,326+50.6% | $6,730+41.6% |
| Admin fee / account holder | $8,756 | $20,916-58.1% | $17,523-50.0% | $14,365-39.0% |