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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 | $34,520 | $184,014-81.2% | $161,149-78.6% | $138,895-75.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 23.68% | 21.52%+2.2pp | 21.16%+2.5pp | 145.39%-121.7pp |
| Employer contribution / active EE | $3,242 | $5,055-35.9% | $4,360-25.7% | $4,194-22.7% |
| Participant deferral / active EE | $9,783 | $6,909+41.6% | $6,153+59.0% | $6,396+52.9% |
| Admin fee / account holder | $1,714 | $18,027-90.5% | $15,194-88.7% | $12,562-86.4% |