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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 | $38,340 | $184,014-79.2% | $161,149-76.2% | $138,895-72.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 19.40% | 21.52%-2.1pp | 21.16%-1.8pp | 145.39%-126.0pp |
| Employer contribution / active EE | $6,057 | $5,055+19.8% | $4,360+38.9% | $4,194+44.4% |
| Participant deferral / active EE | $8,132 | $6,909+17.7% | $6,153+32.2% | $6,396+27.1% |
| Admin fee / account holder | $11,496 | $18,027-36.2% | $15,194-24.3% | $12,562-8.5% |