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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 | $45,516 | $181,896-75.0% | $156,551-70.9% | $273,972-83.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 16.01% | 30.74%-14.7pp | 32.23%-16.2pp | 41.46%-25.4pp |
| Employer contribution / active EE | $2,926 | $6,248-53.2% | $5,501-46.8% | $4,869-39.9% |
| Participant deferral / active EE | $10,129 | $5,550+82.5% | $4,871+107.9% | $5,287+91.6% |
| Admin fee / account holder | $565 | $15,560-96.4% | $13,028-95.7% | $10,133-94.4% |