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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 | $33,106 | $100,970-67.2% | $96,576-65.7% | $137,256-75.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.57% | 38.16%-19.6pp | 38.47%-19.9pp | 220.34%-201.8pp |
| Employer contribution / active EE | $3,402 | $3,809-10.7% | $3,553-4.3% | $4,156-18.2% |
| Participant deferral / active EE | $5,565 | $8,286-32.8% | $7,956-30.1% | $6,407-13.1% |
| Admin fee / account holder | $6,589 | $11,312-41.8% | $11,381-42.1% | $12,270-46.3% |