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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 | $31,681 | $181,896-82.6% | $156,551-79.8% | $273,972-88.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.33% | 30.74%-22.4pp | 32.23%-23.9pp | 41.46%-33.1pp |
| Employer contribution / active EE | $1,742 | $6,248-72.1% | $5,501-68.3% | $4,869-64.2% |
| Participant deferral / active EE | $2,247 | $5,550-59.5% | $4,871-53.9% | $5,287-57.5% |
| Admin fee / account holder | $675 | $15,560-95.7% | $13,028-94.8% | $10,133-93.3% |