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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 | $95,241 | $107,666-11.5% | $102,184-6.8% | $154,746-38.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 18.28% | 29.33%-11.0pp | 31.58%-13.3pp | 172.34%-154.1pp |
| Employer contribution / active EE | $6,454 | $3,846+67.8% | $3,594+79.6% | $4,379+47.4% |
| Participant deferral / active EE | $14,617 | $8,719+67.6% | $8,309+75.9% | $6,730+117.2% |
| Admin fee / account holder | $10,271 | $12,943-20.6% | $11,609-11.5% | $14,365-28.5% |