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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 | $31,502 | $100,970-68.8% | $96,576-67.4% | $137,256-77.0% |
| Participation rate | 95.7% | 82.6%+13.0pp | 81.4%+14.2pp | 80.0%+15.7pp |
| Annual return | 37.05% | 38.16%-1.1pp | 38.47%-1.4pp | 220.34%-183.3pp |
| Employer contribution / active EE | $8,401 | $3,809+120.5% | $3,553+136.4% | $4,156+102.1% |
| Participant deferral / active EE | $16,653 | $8,286+101.0% | $7,956+109.3% | $6,407+159.9% |
| Admin fee / account holder | $10,611 | $11,312-6.2% | $11,381-6.8% | $12,270-13.5% |