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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 | $35,088 | $100,970-65.2% | $96,576-63.7% | $137,256-74.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 29.42% | 38.16%-8.7pp | 38.47%-9.1pp | 220.34%-190.9pp |
| Employer contribution / active EE | $5,591 | $3,809+46.8% | $3,553+57.3% | $4,156+34.5% |
| Participant deferral / active EE | $9,046 | $8,286+9.2% | $7,956+13.7% | $6,407+41.2% |
| Admin fee / account holder | $13,617 | $11,312+20.4% | $11,381+19.6% | $12,270+11.0% |