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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 | $55,133 | $239,571-77.0% | $183,328-69.9% | $137,256-59.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 31.20% | 35.69%-4.5pp | 29.67%+1.5pp | 220.34%-189.1pp |
| Employer contribution / active EE | $3,216 | $6,148-47.7% | $5,055-36.4% | $4,156-22.6% |
| Participant deferral / active EE | $8,449 | $7,995+5.7% | $6,795+24.3% | $6,407+31.9% |
| Admin fee / account holder | $1,956 | $30,059-93.5% | $21,427-90.9% | $12,270-84.1% |