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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 | $69,266 | $162,967-57.5% | $135,792-49.0% | $138,895-50.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 11.56% | 30.08%-18.5pp | 25.96%-14.4pp | 145.39%-133.8pp |
| Employer contribution / active EE | $2,267 | $4,211-46.2% | $3,496-35.2% | $4,194-46.0% |
| Participant deferral / active EE | $6,539 | $5,640+15.9% | $4,759+37.4% | $6,396+2.2% |
| Admin fee / account holder | $4,591 | $15,306-70.0% | $12,266-62.6% | $12,562-63.5% |