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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 | $106,588-62.0% | $94,215-57.0% | $155,188-73.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 23.47% | 29.39%-5.9pp | 28.22%-4.7pp | 148.84%-125.4pp |
| Employer contribution / active EE | $3,482 | $3,080+13.1% | $2,675+30.2% | $4,248-18.0% |
| Participant deferral / active EE | $11,458 | $4,802+138.6% | $4,276+168.0% | $6,531+75.4% |
| Admin fee / account holder | $534 | $12,281-95.7% | $10,216-94.8% | $14,480-96.3% |