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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 | $78,148 | $126,661-38.3% | $113,397-31.1% | $138,895-43.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 17.51% | 25.05%-7.5pp | 23.20%-5.7pp | 145.39%-127.9pp |
| Employer contribution / active EE | $3,992 | $3,456+15.5% | $2,977+34.1% | $4,194-4.8% |
| Participant deferral / active EE | $9,804 | $5,693+72.2% | $5,076+93.1% | $6,396+53.3% |
| Admin fee / account holder | $2,751 | $14,549-81.1% | $11,957-77.0% | $12,562-78.1% |