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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 | $34,980 | $181,896-80.8% | $156,551-77.7% | $273,972-87.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.37% | 30.74%-26.4pp | 32.23%-27.9pp | 41.46%-37.1pp |
| Employer contribution / active EE | $1,456 | $6,248-76.7% | $5,501-73.5% | $4,869-70.1% |
| Participant deferral / active EE | $1,973 | $5,550-64.4% | $4,871-59.5% | $5,287-62.7% |
| Admin fee / account holder | $343 | $15,560-97.8% | $13,028-97.4% | $10,133-96.6% |