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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 | $27,991 | $215,361-87.0% | $171,082-83.6% | $273,972-89.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 25.81% | 25.14%+0.7pp | 32.56%-6.7pp | 41.46%-15.6pp |
| Employer contribution / active EE | $3,046 | $4,967-38.7% | $4,002-23.9% | $4,869-37.4% |
| Participant deferral / active EE | $3,139 | $5,543-43.4% | $4,797-34.6% | $5,287-40.6% |
| Admin fee / account holder | $1,134 | $10,846-89.5% | $8,520-86.7% | $10,133-88.8% |