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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 | $107,666-45.3% | $102,184-42.4% | $154,746-62.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 15.82% | 29.33%-13.5pp | 31.58%-15.8pp | 172.34%-156.5pp |
| Employer contribution / active EE | $2,325 | $3,846-39.5% | $3,594-35.3% | $4,379-46.9% |
| Participant deferral / active EE | $6,633 | $8,719-23.9% | $8,309-20.2% | $6,730-1.4% |
| Admin fee / account holder | $9,039 | $12,943-30.2% | $11,609-22.1% | $14,365-37.1% |