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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 | $35,228 | $100,970-65.1% | $96,576-63.5% | $137,256-74.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.85% | 38.16%-22.3pp | 38.47%-22.6pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,869 | $3,809-50.9% | $3,553-47.4% | $4,156-55.0% |
| Participant deferral / active EE | $5,198 | $8,286-37.3% | $7,956-34.7% | $6,407-18.9% |
| Admin fee / account holder | $11,114 | $11,312-1.7% | $11,381-2.3% | $12,270-9.4% |