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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 | $21,598 | $102,609-79.0% | $98,090-78.0% | $138,895-84.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 14.57% | 36.44%-21.9pp | 37.05%-22.5pp | 145.39%-130.8pp |
| Employer contribution / active EE | $3,481 | $3,867-10.0% | $3,606-3.5% | $4,194-17.0% |
| Participant deferral / active EE | $5,653 | $8,167-30.8% | $7,845-27.9% | $6,396-11.6% |
| Admin fee / account holder | $12,451 | $11,434+8.9% | $11,815+5.4% | $12,562-0.9% |