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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 | $35,810 | $213,785-83.2% | $185,441-80.7% | $155,188-76.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 17.87% | 19.97%-2.1pp | 20.16%-2.3pp | 148.84%-131.0pp |
| Employer contribution / active EE | $3,276 | $5,393-39.3% | $4,672-29.9% | $4,248-22.9% |
| Participant deferral / active EE | $4,978 | $6,864-27.5% | $6,152-19.1% | $6,531-23.8% |
| Admin fee / account holder | $2,871 | $21,134-86.4% | $17,890-83.9% | $14,480-80.2% |