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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 | $36,960 | $181,896-79.7% | $156,551-76.4% | $273,972-86.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.18% | 30.74%-22.6pp | 32.23%-24.0pp | 41.46%-33.3pp |
| Employer contribution / active EE | $4,579 | $6,248-26.7% | $5,501-16.8% | $4,869-5.9% |
| Participant deferral / active EE | $12,133 | $5,550+118.6% | $4,871+149.1% | $5,287+129.5% |
| Admin fee / account holder | $3,421 | $15,560-78.0% | $13,028-73.7% | $10,133-66.2% |