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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 | $45,729 | $177,156-74.2% | $147,027-68.9% | $154,746-70.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 13.96% | 21.94%-8.0pp | 20.23%-6.3pp | 172.34%-158.4pp |
| Employer contribution / active EE | $1,231 | $4,336-71.6% | $3,626-66.0% | $4,379-71.9% |
| Participant deferral / active EE | $5,193 | $5,797-10.4% | $4,933+5.3% | $6,730-22.8% |
| Admin fee / account holder | $18,685 | $14,904+25.4% | $12,223+52.9% | $14,365+30.1% |