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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 | $35,041 | $215,361-83.7% | $171,082-79.5% | $273,970-87.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.71% | 25.14%-19.4pp | 32.56%-26.8pp | 41.46%-35.7pp |
| Employer contribution / active EE | $1,717 | $4,967-65.4% | $4,002-57.1% | $4,869-64.7% |
| Participant deferral / active EE | $8,263 | $5,543+49.1% | $4,797+72.2% | $5,287+56.3% |
| Admin fee / account holder | $1,860 | $10,846-82.9% | $8,520-78.2% | $10,132-81.6% |