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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 | $29,145 | $136,860-78.7% | $120,344-75.8% | $154,746-81.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 13.90% | 21.38%-7.5pp | 20.30%-6.4pp | 172.34%-158.4pp |
| Employer contribution / active EE | $3,479 | $3,533-1.5% | $3,020+15.2% | $4,379-20.6% |
| Participant deferral / active EE | $7,289 | $5,793+25.8% | $5,135+42.0% | $6,730+8.3% |
| Admin fee / account holder | $13,124 | $15,393-14.7% | $12,742+3.0% | $14,365-8.6% |