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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 | $34,144 | $135,956-74.9% | $123,894-72.4% | $273,972-87.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 26.20% | 56.63%-30.4pp | 47.52%-21.3pp | 41.46%-15.3pp |
| Employer contribution / active EE | $2,021 | $5,170-60.9% | $4,617-56.2% | $4,869-58.5% |
| Participant deferral / active EE | $11,057 | $6,343+74.3% | $5,984+84.8% | $5,287+109.1% |
| Admin fee / account holder | $642 | $9,817-93.5% | $8,357-92.3% | $10,133-93.7% |