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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 | $34,563 | $94,749-63.5% | $112,899-69.4% | $139,466-75.2% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 34.75% | 40.92%-6.2pp | 34.11%+0.6pp | 373.66%-338.9pp |
| Employer contribution / active EE | $3,135 | $4,630-32.3% | $4,566-31.4% | $4,754-34.1% |
| Participant deferral / active EE | $3,783 | $6,517-41.9% | $6,516-41.9% | $6,712-43.6% |
| Admin fee / account holder | $4,779 | $8,530-44.0% | $7,047-32.2% | $11,409-58.1% |