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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 | $32,162 | $100,970-68.1% | $96,576-66.7% | $137,256-76.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.67% | 38.16%-17.5pp | 38.47%-17.8pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,358 | $3,809-38.1% | $3,553-33.6% | $4,156-43.3% |
| Participant deferral / active EE | $2,813 | $8,286-66.1% | $7,956-64.6% | $6,407-56.1% |
| Admin fee / account holder | $3,903 | $11,312-65.5% | $11,381-65.7% | $12,270-68.2% |