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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 | $43,900 | $154,228-71.5% | $145,433-69.8% | $137,256-68.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.55% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $7,593 | $4,804+58.1% | $4,554+66.7% | $4,156+82.7% |
| Participant deferral / active EE | $12,003 | $8,216+46.1% | $7,897+52.0% | $6,407+87.4% |
| Admin fee / account holder | $13,697 | $14,344-4.5% | $13,129+4.3% | $12,270+11.6% |