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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 | $40,520 | $107,733-62.4% | $92,985-56.4% | $154,746-73.8% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 23.47% | 30.39%-6.9pp | 27.99%-4.5pp | 172.34%-148.9pp |
| Employer contribution / active EE | $3,482 | $3,126+11.4% | $2,662+30.8% | $4,379-20.5% |
| Participant deferral / active EE | $11,458 | $5,053+126.7% | $4,377+161.8% | $6,730+70.2% |
| Admin fee / account holder | $534 | $11,369-95.3% | $9,463-94.4% | $14,365-96.3% |