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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 | $95,907 | $136,860-29.9% | $120,344-20.3% | $154,746-38.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 9.66% | 21.38%-11.7pp | 20.30%-10.6pp | 172.34%-162.7pp |
| Employer contribution / active EE | $3,475 | $3,533-1.6% | $3,020+15.1% | $4,379-20.6% |
| Participant deferral / active EE | $5,469 | $5,793-5.6% | $5,135+6.5% | $6,730-18.7% |
| Admin fee / account holder | $28,744 | $15,393+86.7% | $12,742+125.6% | $14,365+100.1% |