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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 | $34,063 | $181,896-81.3% | $156,551-78.2% | $273,972-87.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.34% | 30.74%-27.4pp | 32.23%-28.9pp | 41.46%-38.1pp |
| Employer contribution / active EE | $2,981 | $6,248-52.3% | $5,501-45.8% | $4,869-38.8% |
| Participant deferral / active EE | $16,468 | $5,550+196.7% | $4,871+238.1% | $5,287+211.5% |
| Admin fee / account holder | $26,122 | $15,560+67.9% | $13,028+100.5% | $10,133+157.8% |