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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 | $81,638 | $161,352-49.4% | $134,172-39.2% | $137,256-40.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 11.54% | 28.72%-17.2pp | 25.30%-13.8pp | 220.34%-208.8pp |
| Employer contribution / active EE | $7,464 | $4,099+82.1% | $3,420+118.3% | $4,156+79.6% |
| Participant deferral / active EE | $3,847 | $5,552-30.7% | $4,690-18.0% | $6,407-40.0% |
| Admin fee / account holder | $1,301 | $15,028-91.3% | $12,016-89.2% | $12,270-89.4% |