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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 | $58,870 | $97,289-39.5% | $92,805-36.6% | $155,188-62.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 15.82% | 29.03%-13.2pp | 31.59%-15.8pp | 148.84%-133.0pp |
| Employer contribution / active EE | $2,325 | $3,632-36.0% | $3,424-32.1% | $4,248-45.3% |
| Participant deferral / active EE | $6,633 | $8,795-24.6% | $8,448-21.5% | $6,531+1.6% |
| Admin fee / account holder | $9,039 | $12,015-24.8% | $10,911-17.2% | $14,480-37.6% |