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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 | $40,902 | $107,666-62.0% | $102,184-60.0% | $154,746-73.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 22.71% | 29.33%-6.6pp | 31.58%-8.9pp | 172.34%-149.6pp |
| Employer contribution / active EE | $5,006 | $3,846+30.1% | $3,594+39.3% | $4,379+14.3% |
| Participant deferral / active EE | $10,431 | $8,719+19.6% | $8,309+25.5% | $6,730+55.0% |
| Admin fee / account holder | $1,283 | $12,943-90.1% | $11,609-88.9% | $14,365-91.1% |