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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 | $41,542 | $97,289-57.3% | $92,805-55.2% | $155,188-73.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 28.84% | 29.03%-0.2pp | 31.59%-2.7pp | 148.84%-120.0pp |
| Employer contribution / active EE | $4,554 | $3,632+25.4% | $3,424+33.0% | $4,248+7.2% |
| Participant deferral / active EE | $11,638 | $8,795+32.3% | $8,448+37.8% | $6,531+78.2% |
| Admin fee / account holder | $7,522 | $12,015-37.4% | $10,911-31.1% | $14,480-48.1% |