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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 | $56,992 | $177,156-67.8% | $147,027-61.2% | $154,746-63.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 17.67% | 21.94%-4.3pp | 20.23%-2.6pp | 172.34%-154.7pp |
| Employer contribution / active EE | $2,872 | $4,336-33.8% | $3,626-20.8% | $4,379-34.4% |
| Participant deferral / active EE | $8,181 | $5,797+41.1% | $4,933+65.9% | $6,730+21.6% |
| Admin fee / account holder | $25,207 | $14,904+69.1% | $12,223+106.2% | $14,365+75.5% |