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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 | $35,145 | $124,980-71.9% | $108,359-67.6% | $154,746-77.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 19.25% | 45.00%-25.7pp | 36.89%-17.6pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,732 | $2,851-39.3% | $2,399-27.8% | $4,379-60.5% |
| Participant deferral / active EE | $4,252 | $4,743-10.4% | $4,137+2.8% | $6,730-36.8% |
| Admin fee / account holder | $1,121 | $11,502-90.3% | $9,741-88.5% | $14,365-92.2% |