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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 | $52,992 | $107,666-50.8% | $102,184-48.1% | $154,746-65.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 21.90% | 29.33%-7.4pp | 31.58%-9.7pp | 172.34%-150.4pp |
| Employer contribution / active EE | $12,217 | $3,846+217.6% | $3,594+239.9% | $4,379+179.0% |
| Participant deferral / active EE | $24,824 | $8,719+184.7% | $8,309+198.8% | $6,730+268.8% |
| Admin fee / account holder | $14,824 | $12,943+14.5% | $11,609+27.7% | $14,365+3.2% |