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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 | $87,163 | $107,666-19.0% | $102,184-14.7% | $154,746-43.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 18.63% | 29.33%-10.7pp | 31.58%-13.0pp | 172.34%-153.7pp |
| Employer contribution / active EE | $7,372 | $3,846+91.7% | $3,594+105.1% | $4,379+68.3% |
| Participant deferral / active EE | $11,580 | $8,719+32.8% | $8,309+39.4% | $6,730+72.1% |
| Admin fee / account holder | $4,316 | $12,943-66.7% | $11,609-62.8% | $14,365-70.0% |