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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 | $34,392 | $83,073-58.6% | $88,457-61.1% | $87,485-60.7% |
| Participation rate | 100.0% | 71.3%+28.7pp | 78.6%+21.4pp | 68.9%+31.1pp |
| Annual return | 17.93% | 15.48%+2.4pp | 32.69%-14.8pp | 26.06%-8.1pp |
| Employer contribution / active EE | $3,934 | $4,044-2.7% | $4,681-16.0% | $2,596+51.5% |
| Participant deferral / active EE | $6,558 | $4,389+49.4% | $5,667+15.7% | $4,274+53.5% |
| Admin fee / account holder | $10,030 | $7,192+39.5% | $9,606+4.4% | $7,775+29.0% |