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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 | $33,978 | $97,289-65.1% | $92,805-63.4% | $155,188-78.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 25.90% | 29.03%-3.1pp | 31.59%-5.7pp | 148.84%-122.9pp |
| Employer contribution / active EE | $5,268 | $3,632+45.0% | $3,424+53.9% | $4,248+24.0% |
| Participant deferral / active EE | $7,341 | $8,795-16.5% | $8,448-13.1% | $6,531+12.4% |
| Admin fee / account holder | $26,315 | $12,015+119.0% | $10,911+141.2% | $14,480+81.7% |