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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 | $24,464 | $107,666-77.3% | $102,184-76.1% | $154,746-84.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 35.34% | 29.33%+6.0pp | 31.58%+3.8pp | 172.34%-137.0pp |
| Employer contribution / active EE | $5,950 | $3,846+54.7% | $3,594+65.6% | $4,379+35.9% |
| Participant deferral / active EE | $13,116 | $8,719+50.4% | $8,309+57.9% | $6,730+94.9% |
| Admin fee / account holder | $2,550 | $12,943-80.3% | $11,609-78.0% | $14,365-82.2% |