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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 | $35,088 | $107,666-67.4% | $102,184-65.7% | $154,746-77.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 29.42% | 29.33%+0.1pp | 31.58%-2.2pp | 172.34%-142.9pp |
| Employer contribution / active EE | $5,591 | $3,846+45.4% | $3,594+55.6% | $4,379+27.7% |
| Participant deferral / active EE | $9,046 | $8,719+3.7% | $8,309+8.9% | $6,730+34.4% |
| Admin fee / account holder | $13,617 | $12,943+5.2% | $11,609+17.3% | $14,365-5.2% |