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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 | $52,483 | $107,666-51.3% | $102,184-48.6% | $154,746-66.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 15.35% | 29.33%-14.0pp | 31.58%-16.2pp | 172.34%-157.0pp |
| Employer contribution / active EE | $5,275 | $3,846+37.1% | $3,594+46.8% | $4,379+20.5% |
| Participant deferral / active EE | $12,000 | $8,719+37.6% | $8,309+44.4% | $6,730+78.3% |
| Admin fee / account holder | $12,711 | $12,943-1.8% | $11,609+9.5% | $14,365-11.5% |