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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 | $42,857 | $107,666-60.2% | $102,184-58.1% | $154,746-72.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 23.58% | 29.33%-5.7pp | 31.58%-8.0pp | 172.34%-148.8pp |
| Employer contribution / active EE | $5,362 | $3,846+39.4% | $3,594+49.2% | $4,379+22.4% |
| Participant deferral / active EE | $14,970 | $8,719+71.7% | $8,309+80.2% | $6,730+122.4% |
| Admin fee / account holder | $1,127 | $12,943-91.3% | $11,609-90.3% | $14,365-92.2% |