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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 | $35,997 | $181,896-80.2% | $156,551-77.0% | $273,972-86.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.34% | 30.74%-22.4pp | 32.23%-23.9pp | 41.46%-33.1pp |
| Employer contribution / active EE | $2,027 | $6,248-67.6% | $5,501-63.2% | $4,869-58.4% |
| Participant deferral / active EE | $3,652 | $5,550-34.2% | $4,871-25.0% | $5,287-30.9% |
| Admin fee / account holder | $1,132 | $15,560-92.7% | $13,028-91.3% | $10,133-88.8% |