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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 | $42,586 | $199,109-78.6% | $173,730-75.5% | $154,746-72.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 18.74% | 20.02%-1.3pp | 19.96%-1.2pp | 172.34%-153.6pp |
| Employer contribution / active EE | $5,209 | $5,311-1.9% | $4,577+13.8% | $4,379+19.0% |
| Participant deferral / active EE | $12,563 | $7,113+76.6% | $6,326+98.6% | $6,730+86.7% |
| Admin fee / account holder | $3,884 | $20,916-81.4% | $17,523-77.8% | $14,365-73.0% |