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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 | $34,905 | $199,109-82.5% | $173,730-79.9% | $154,746-77.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 19.89% | 20.02%-0.1pp | 19.96%-0.1pp | 172.34%-152.5pp |
| Employer contribution / active EE | $4,051 | $5,311-23.7% | $4,577-11.5% | $4,379-7.5% |
| Participant deferral / active EE | $4,018 | $7,113-43.5% | $6,326-36.5% | $6,730-40.3% |
| Admin fee / account holder | $8,730 | $20,916-58.3% | $17,523-50.2% | $14,365-39.2% |