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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 | $97,289-66.0% | $92,805-64.3% | $155,188-78.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 18.57% | 29.03%-10.5pp | 31.59%-13.0pp | 148.84%-130.3pp |
| Employer contribution / active EE | $3,402 | $3,632-6.3% | $3,424-0.7% | $4,248-19.9% |
| Participant deferral / active EE | $5,565 | $8,795-36.7% | $8,448-34.1% | $6,531-14.8% |
| Admin fee / account holder | $6,589 | $12,015-45.2% | $10,911-39.6% | $14,480-54.5% |