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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 | $107,733-37.0% | $92,985-27.0% | $154,746-56.1% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 18.45% | 30.39%-11.9pp | 27.99%-9.5pp | 172.34%-153.9pp |
| Employer contribution / active EE | $3,692 | $3,126+18.1% | $2,662+38.7% | $4,379-15.7% |
| Participant deferral / active EE | $14,797 | $5,053+192.8% | $4,377+238.1% | $6,730+119.9% |
| Admin fee / account holder | $6,502 | $11,369-42.8% | $9,463-31.3% | $14,365-54.7% |