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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 | $44,510 | $107,733-58.7% | $92,985-52.1% | $154,746-71.2% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 11.22% | 30.39%-19.2pp | 27.99%-16.8pp | 172.34%-161.1pp |
| Employer contribution / active EE | $2,910 | $3,126-6.9% | $2,662+9.3% | $4,379-33.5% |
| Participant deferral / active EE | $6,190 | $5,053+22.5% | $4,377+41.4% | $6,730-8.0% |
| Admin fee / account holder | $1,946 | $11,369-82.9% | $9,463-79.4% | $14,365-86.5% |