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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 | $35,060 | $117,904-70.3% | $102,457-65.8% | $145,978-76.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.91% | 31.80%-21.9pp | 29.41%-19.5pp | 550.52%-540.6pp |
| Employer contribution / active EE | $2,945 | $3,613-18.5% | $3,022-2.6% | $4,662-36.8% |
| Participant deferral / active EE | $6,653 | $5,733+16.0% | $5,054+31.6% | $6,690-0.5% |
| Admin fee / account holder | $12,813 | $13,329-3.9% | $9,451+35.6% | $13,400-4.4% |