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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 | $73,234 | $80,983-9.6% | $96,544-24.1% | $75,177-2.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 14.51% | 27.05%-12.5pp | 25.88%-11.4pp | 160.75%-146.2pp |
| Employer contribution / active EE | $2,886 | $2,282+26.4% | $2,966-2.7% | $2,671+8.0% |
| Participant deferral / active EE | $3,417 | $3,929-13.0% | $4,851-29.6% | $4,126-17.2% |
| Admin fee / account holder | $5,061 | $6,717-24.7% | $8,254-38.7% | $5,651-10.4% |