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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 | $34,652 | $138,312-74.9% | $122,979-71.8% | $155,188-77.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 20.49% | 22.06%-1.6pp | 20.12%+0.4pp | 148.84%-128.3pp |
| Employer contribution / active EE | $3,901 | $3,530+10.5% | $3,062+27.4% | $4,248-8.2% |
| Participant deferral / active EE | $2,233 | $5,592-60.1% | $5,003-55.4% | $6,531-65.8% |
| Admin fee / account holder | $1,287 | $15,089-91.5% | $12,864-90.0% | $14,480-91.1% |