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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 | $37,395 | $136,860-72.7% | $120,344-68.9% | $154,746-75.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 21.51% | 21.38%+0.1pp | 20.30%+1.2pp | 172.34%-150.8pp |
| Employer contribution / active EE | $1,680 | $3,533-52.5% | $3,020-44.4% | $4,379-61.6% |
| Participant deferral / active EE | $5,030 | $5,793-13.2% | $5,135-2.0% | $6,730-25.3% |
| Admin fee / account holder | $2,828 | $15,393-81.6% | $12,742-77.8% | $14,365-80.3% |