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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 | $100,970-66.6% | $96,576-65.1% | $137,256-75.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.56% | 38.16%-17.6pp | 38.47%-17.9pp | 220.34%-199.8pp |
| Employer contribution / active EE | $3,191 | $3,809-16.2% | $3,553-10.2% | $4,156-23.2% |
| Participant deferral / active EE | $7,121 | $8,286-14.1% | $7,956-10.5% | $6,407+11.2% |
| Admin fee / account holder | $1,467 | $11,312-87.0% | $11,381-87.1% | $12,270-88.0% |