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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 | $89,525 | $138,312-35.3% | $122,979-27.2% | $155,188-42.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 17.69% | 22.06%-4.4pp | 20.12%-2.4pp | 148.84%-131.1pp |
| Employer contribution / active EE | $3,632 | $3,530+2.9% | $3,062+18.6% | $4,248-14.5% |
| Participant deferral / active EE | $6,175 | $5,592+10.4% | $5,003+23.4% | $6,531-5.4% |
| Admin fee / account holder | $3,396 | $15,089-77.5% | $12,864-73.6% | $14,480-76.5% |