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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 | $38,597 | $102,609-62.4% | $98,090-60.7% | $138,895-72.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 21.92% | 36.44%-14.5pp | 37.05%-15.1pp | 145.39%-123.5pp |
| Employer contribution / active EE | $7,103 | $3,867+83.7% | $3,606+97.0% | $4,194+69.4% |
| Participant deferral / active EE | $15,465 | $8,167+89.4% | $7,845+97.1% | $6,396+141.8% |
| Admin fee / account holder | $9,067 | $11,434-20.7% | $11,815-23.3% | $12,562-27.8% |