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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 | $184,014-80.5% | $161,149-77.8% | $138,895-74.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 17.87% | 21.52%-3.7pp | 21.16%-3.3pp | 145.39%-127.5pp |
| Employer contribution / active EE | $3,276 | $5,055-35.2% | $4,360-24.9% | $4,194-21.9% |
| Participant deferral / active EE | $4,978 | $6,909-28.0% | $6,153-19.1% | $6,396-22.2% |
| Admin fee / account holder | $2,871 | $18,027-84.1% | $15,194-81.1% | $12,562-77.1% |