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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 | $45,988 | $107,666-57.3% | $102,184-55.0% | $154,746-70.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 21.21% | 29.33%-8.1pp | 31.58%-10.4pp | 172.34%-151.1pp |
| Employer contribution / active EE | $6,665 | $3,846+73.3% | $3,594+85.5% | $4,379+52.2% |
| Participant deferral / active EE | $13,754 | $8,719+57.7% | $8,309+65.5% | $6,730+104.4% |
| Admin fee / account holder | $2,408 | $12,943-81.4% | $11,609-79.3% | $14,365-83.2% |