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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 | $57,094 | $107,666-47.0% | $102,184-44.1% | $154,746-63.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 24.05% | 29.33%-5.3pp | 31.58%-7.5pp | 172.34%-148.3pp |
| Employer contribution / active EE | $20,155 | $3,846+424.0% | $3,594+460.9% | $4,379+360.3% |
| Participant deferral / active EE | $9,952 | $8,719+14.1% | $8,309+19.8% | $6,730+47.9% |
| Admin fee / account holder | $813 | $12,943-93.7% | $11,609-93.0% | $14,365-94.3% |