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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 | $51,810 | $107,666-51.9% | $102,184-49.3% | $154,746-66.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 22.02% | 29.33%-7.3pp | 31.58%-9.6pp | 172.34%-150.3pp |
| Employer contribution / active EE | $3,894 | $3,846+1.2% | $3,594+8.4% | $4,379-11.1% |
| Participant deferral / active EE | $13,721 | $8,719+57.4% | $8,309+65.1% | $6,730+103.9% |
| Admin fee / account holder | $1,476 | $12,943-88.6% | $11,609-87.3% | $14,365-89.7% |