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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 | $30,521 | $100,970-69.8% | $96,576-68.4% | $137,256-77.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.97% | 38.16%-16.2pp | 38.47%-16.5pp | 220.34%-198.4pp |
| Employer contribution / active EE | $2,824 | $3,809-25.9% | $3,553-20.5% | $4,156-32.1% |
| Participant deferral / active EE | $11,750 | $8,286+41.8% | $7,956+47.7% | $6,407+83.4% |
| Admin fee / account holder | $3,387 | $11,312-70.1% | $11,381-70.2% | $12,270-72.4% |