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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 | $28,749 | $177,156-83.8% | $147,027-80.4% | $154,746-81.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 13.56% | 21.94%-8.4pp | 20.23%-6.7pp | 172.34%-158.8pp |
| Employer contribution / active EE | $3,081 | $4,336-28.9% | $3,626-15.0% | $4,379-29.6% |
| Participant deferral / active EE | $12,073 | $5,797+108.3% | $4,933+144.7% | $6,730+79.4% |
| Admin fee / account holder | $1,667 | $14,904-88.8% | $12,223-86.4% | $14,365-88.4% |