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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 | $136,860-34.6% | $120,344-25.6% | $154,746-42.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 17.69% | 21.38%-3.7pp | 20.30%-2.6pp | 172.34%-154.6pp |
| Employer contribution / active EE | $3,632 | $3,533+2.8% | $3,020+20.3% | $4,379-17.1% |
| Participant deferral / active EE | $6,175 | $5,793+6.6% | $5,135+20.3% | $6,730-8.2% |
| Admin fee / account holder | $3,396 | $15,393-77.9% | $12,742-73.3% | $14,365-76.4% |