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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 | $35,397 | $184,014-80.8% | $161,149-78.0% | $138,895-74.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 21.20% | 21.52%-0.3pp | 21.16%0pp | 145.39%-124.2pp |
| Employer contribution / active EE | $3,261 | $5,055-35.5% | $4,360-25.2% | $4,194-22.3% |
| Participant deferral / active EE | $5,738 | $6,909-17.0% | $6,153-6.8% | $6,396-10.3% |
| Admin fee / account holder | $2,318 | $18,027-87.1% | $15,194-84.7% | $12,562-81.5% |