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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 | $80,131 | $124,425-35.6% | $112,040-28.5% | $137,256-41.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.12% | 24.72%-12.6pp | 24.52%-12.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $2,482 | $3,411-27.3% | $2,954-16.0% | $4,156-40.3% |
| Participant deferral / active EE | $9,671 | $5,718+69.1% | $5,098+89.7% | $6,407+50.9% |
| Admin fee / account holder | $921 | $15,207-93.9% | $12,098-92.4% | $12,270-92.5% |