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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 | $45,506 | $97,289-53.2% | $92,805-51.0% | $155,188-70.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 28.51% | 29.03%-0.5pp | 31.59%-3.1pp | 148.84%-120.3pp |
| Employer contribution / active EE | $4,106 | $3,632+13.1% | $3,424+19.9% | $4,248-3.3% |
| Participant deferral / active EE | $13,322 | $8,795+51.5% | $8,448+57.7% | $6,531+104.0% |
| Admin fee / account holder | $2,258 | $12,015-81.2% | $10,911-79.3% | $14,480-84.4% |