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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 | $48,224 | $107,666-55.2% | $102,184-52.8% | $154,746-68.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 22.06% | 29.33%-7.3pp | 31.58%-9.5pp | 172.34%-150.3pp |
| Employer contribution / active EE | $6,537 | $3,846+70.0% | $3,594+81.9% | $4,379+49.3% |
| Participant deferral / active EE | $7,144 | $8,719-18.1% | $8,309-14.0% | $6,730+6.1% |
| Admin fee / account holder | $1,366 | $12,943-89.4% | $11,609-88.2% | $14,365-90.5% |