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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 | $213,785-83.4% | $185,441-80.9% | $155,188-77.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 21.20% | 19.97%+1.2pp | 20.16%+1.0pp | 148.84%-127.6pp |
| Employer contribution / active EE | $3,261 | $5,393-39.5% | $4,672-30.2% | $4,248-23.2% |
| Participant deferral / active EE | $5,738 | $6,864-16.4% | $6,152-6.7% | $6,531-12.2% |
| Admin fee / account holder | $2,318 | $21,134-89.0% | $17,890-87.0% | $14,480-84.0% |