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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 | $34,713 | $114,013-69.6% | $103,693-66.5% | $155,188-77.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 15.90% | 49.31%-33.4pp | 47.61%-31.7pp | 148.84%-132.9pp |
| Employer contribution / active EE | $3,283 | $3,131+4.8% | $2,920+12.4% | $4,248-22.7% |
| Participant deferral / active EE | $6,857 | $4,970+38.0% | $4,579+49.7% | $6,531+5.0% |
| Admin fee / account holder | $7,640 | $8,407-9.1% | $7,858-2.8% | $14,480-47.2% |