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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 | $25,241 | $97,289-74.1% | $92,805-72.8% | $155,188-83.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 25.29% | 29.03%-3.7pp | 31.59%-6.3pp | 148.84%-123.5pp |
| Employer contribution / active EE | $2,349 | $3,632-35.3% | $3,424-31.4% | $4,248-44.7% |
| Participant deferral / active EE | $7,093 | $8,795-19.4% | $8,448-16.0% | $6,531+8.6% |
| Admin fee / account holder | $3,316 | $12,015-72.4% | $10,911-69.6% | $14,480-77.1% |