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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 | $33,744 | $97,289-65.3% | $92,805-63.6% | $155,188-78.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 20.56% | 29.03%-8.5pp | 31.59%-11.0pp | 148.84%-128.3pp |
| Employer contribution / active EE | $3,191 | $3,632-12.1% | $3,424-6.8% | $4,248-24.9% |
| Participant deferral / active EE | $7,121 | $8,795-19.0% | $8,448-15.7% | $6,531+9.0% |
| Admin fee / account holder | $1,467 | $12,015-87.8% | $10,911-86.6% | $14,480-89.9% |