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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 | $38,879 | $162,136-76.0% | $152,301-74.5% | $154,746-74.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.91% | 91.02%-74.1pp | 80.50%-63.6pp | 172.34%-155.4pp |
| Employer contribution / active EE | $4,338 | $4,890-11.3% | $4,624-6.2% | $4,379-0.9% |
| Participant deferral / active EE | $14,805 | $8,341+77.5% | $8,004+85.0% | $6,730+120.0% |
| Admin fee / account holder | $12,109 | $15,759-23.2% | $14,398-15.9% | $14,365-15.7% |