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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 | $213,785-80.1% | $185,441-77.0% | $155,188-72.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 18.74% | 19.97%-1.2pp | 20.16%-1.4pp | 148.84%-130.1pp |
| Employer contribution / active EE | $5,209 | $5,393-3.4% | $4,672+11.5% | $4,248+22.6% |
| Participant deferral / active EE | $12,563 | $6,864+83.0% | $6,152+104.2% | $6,531+92.3% |
| Admin fee / account holder | $3,884 | $21,134-81.6% | $17,890-78.3% | $14,480-73.2% |