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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 | $27,142 | $107,666-74.8% | $102,184-73.4% | $154,746-82.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 22.95% | 29.33%-6.4pp | 31.58%-8.6pp | 172.34%-149.4pp |
| Employer contribution / active EE | $3,852 | $3,846+0.1% | $3,594+7.2% | $4,379-12.0% |
| Participant deferral / active EE | $6,627 | $8,719-24.0% | $8,309-20.2% | $6,730-1.5% |
| Admin fee / account holder | $930 | $12,943-92.8% | $11,609-92.0% | $14,365-93.5% |