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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 | $35,907 | $181,062-80.2% | $158,223-77.3% | $155,188-76.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.11% | 57.39%-45.3pp | 52.09%-40.0pp | 148.84%-136.7pp |
| Employer contribution / active EE | $1,912 | $4,565-58.1% | $4,109-53.5% | $4,248-55.0% |
| Participant deferral / active EE | $3,448 | $6,134-43.8% | $5,467-36.9% | $6,531-47.2% |
| Admin fee / account holder | $3,745 | $18,825-80.1% | $16,047-76.7% | $14,480-74.1% |