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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 | $64,629 | $107,666-40.0% | $102,184-36.8% | $154,746-58.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 16.96% | 29.33%-12.4pp | 31.58%-14.6pp | 172.34%-155.4pp |
| Employer contribution / active EE | $2,330 | $3,846-39.4% | $3,594-35.2% | $4,379-46.8% |
| Participant deferral / active EE | $8,072 | $8,719-7.4% | $8,309-2.9% | $6,730+19.9% |
| Admin fee / account holder | $1,061 | $12,943-91.8% | $11,609-90.9% | $14,365-92.6% |