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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 | $54,387 | $107,666-49.5% | $102,184-46.8% | $154,746-64.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 18.68% | 29.33%-10.6pp | 31.58%-12.9pp | 172.34%-153.7pp |
| Employer contribution / active EE | $5,265 | $3,846+36.9% | $3,594+46.5% | $4,379+20.2% |
| Participant deferral / active EE | $13,145 | $8,719+50.8% | $8,309+58.2% | $6,730+95.3% |
| Admin fee / account holder | $7,532 | $12,943-41.8% | $11,609-35.1% | $14,365-47.6% |