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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 | $107,666-68.4% | $102,184-66.7% | $154,746-78.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 25.90% | 29.33%-3.4pp | 31.58%-5.7pp | 172.34%-146.4pp |
| Employer contribution / active EE | $5,268 | $3,846+37.0% | $3,594+46.6% | $4,379+20.3% |
| Participant deferral / active EE | $7,341 | $8,719-15.8% | $8,309-11.7% | $6,730+9.1% |
| Admin fee / account holder | $26,315 | $12,943+103.3% | $11,609+126.7% | $14,365+83.2% |