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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 | $46,043 | $199,109-76.9% | $173,730-73.5% | $154,746-70.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 17.01% | 20.02%-3.0pp | 19.96%-2.9pp | 172.34%-155.3pp |
| Employer contribution / active EE | $2,849 | $5,311-46.4% | $4,577-37.8% | $4,379-34.9% |
| Participant deferral / active EE | $9,472 | $7,113+33.2% | $6,326+49.7% | $6,730+40.7% |
| Admin fee / account holder | $13,768 | $20,916-34.2% | $17,523-21.4% | $14,365-4.2% |