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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 | $124,425-76.6% | $112,040-74.0% | $137,256-78.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.90% | 24.72%-10.8pp | 24.52%-10.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $3,479 | $3,411+2.0% | $2,954+17.8% | $4,156-16.3% |
| Participant deferral / active EE | $7,289 | $5,718+27.5% | $5,098+43.0% | $6,407+13.8% |
| Admin fee / account holder | $13,124 | $15,207-13.7% | $12,098+8.5% | $12,270+7.0% |