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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 | $20,350 | $100,970-79.8% | $96,576-78.9% | $137,256-85.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 29.07% | 38.16%-9.1pp | 38.47%-9.4pp | 220.34%-191.3pp |
| Employer contribution / active EE | $4,882 | $3,809+28.2% | $3,553+37.4% | $4,156+17.5% |
| Participant deferral / active EE | $10,144 | $8,286+22.4% | $7,956+27.5% | $6,407+58.3% |
| Admin fee / account holder | $1,173 | $11,312-89.6% | $11,381-89.7% | $12,270-90.4% |