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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 | $73,023 | $108,825-32.9% | $156,181-53.2% | $82,448-11.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 15.77% | 20.59%-4.8pp | 64.87%-49.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,633 | $2,870-8.2% | $4,294-38.7% | $2,551+3.2% |
| Participant deferral / active EE | $5,595 | $4,577+22.2% | $6,132-8.8% | $4,139+35.2% |
| Admin fee / account holder | $9,061 | $9,341-3.0% | $14,586-37.9% | $7,234+25.3% |