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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 | $41,343 | $199,109-79.2% | $173,730-76.2% | $154,746-73.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 13.20% | 20.02%-6.8pp | 19.96%-6.8pp | 172.34%-159.1pp |
| Employer contribution / active EE | $4,017 | $5,311-24.4% | $4,577-12.2% | $4,379-8.3% |
| Participant deferral / active EE | $8,153 | $7,113+14.6% | $6,326+28.9% | $6,730+21.1% |
| Admin fee / account holder | $13,020 | $20,916-37.7% | $17,523-25.7% | $14,365-9.4% |