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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 | $67,917 | $87,166-22.1% | $76,735-11.5% | $137,256-50.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 18.45% | 26.50%-8.1pp | 29.77%-11.3pp | 220.34%-201.9pp |
| Employer contribution / active EE | $3,692 | $2,904+27.1% | $2,454+50.4% | $4,156-11.2% |
| Participant deferral / active EE | $14,797 | $4,726+213.1% | $4,088+262.0% | $6,407+131.0% |
| Admin fee / account holder | $6,502 | $8,403-22.6% | $7,189-9.6% | $12,270-47.0% |