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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 | $86,470 | $136,860-36.8% | $120,344-28.1% | $154,746-44.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 13.45% | 21.38%-7.9pp | 20.30%-6.8pp | 172.34%-158.9pp |
| Employer contribution / active EE | $2,969 | $3,533-16.0% | $3,020-1.7% | $4,379-32.2% |
| Participant deferral / active EE | $4,102 | $5,793-29.2% | $5,135-20.1% | $6,730-39.0% |
| Admin fee / account holder | $23,603 | $15,393+53.3% | $12,742+85.2% | $14,365+64.3% |