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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 | $126,661-31.7% | $113,397-23.7% | $138,895-37.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 13.45% | 25.05%-11.6pp | 23.20%-9.7pp | 145.39%-131.9pp |
| Employer contribution / active EE | $2,969 | $3,456-14.1% | $2,977-0.3% | $4,194-29.2% |
| Participant deferral / active EE | $4,102 | $5,693-27.9% | $5,076-19.2% | $6,396-35.9% |
| Admin fee / account holder | $23,603 | $14,549+62.2% | $11,957+97.4% | $12,562+87.9% |