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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 | $34,737 | $73,978-53.0% | $96,515-64.0% | $75,173-53.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 19.84% | 26.72%-6.9pp | 35.73%-15.9pp | 160.72%-140.9pp |
| Employer contribution / active EE | $3,622 | $2,931+23.6% | $3,740-3.2% | $2,671+35.6% |
| Participant deferral / active EE | $4,976 | $3,660+35.9% | $4,880+2.0% | $4,126+20.6% |
| Admin fee / account holder | $7,213 | $5,219+38.2% | $6,735+7.1% | $5,651+27.6% |