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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 | $44,838 | $107,666-58.4% | $102,184-56.1% | $154,746-71.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 12.61% | 29.33%-16.7pp | 31.58%-19.0pp | 172.34%-159.7pp |
| Employer contribution / active EE | $2,995 | $3,846-22.1% | $3,594-16.6% | $4,379-31.6% |
| Participant deferral / active EE | $5,570 | $8,719-36.1% | $8,309-33.0% | $6,730-17.2% |
| Admin fee / account holder | $7,412 | $12,943-42.7% | $11,609-36.2% | $14,365-48.4% |