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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 | $35,434 | $102,609-65.5% | $98,090-63.9% | $138,895-74.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 22.77% | 36.44%-13.7pp | 37.05%-14.3pp | 145.39%-122.6pp |
| Employer contribution / active EE | $2,625 | $3,867-32.1% | $3,606-27.2% | $4,194-37.4% |
| Participant deferral / active EE | $3,773 | $8,167-53.8% | $7,845-51.9% | $6,396-41.0% |
| Admin fee / account holder | $661 | $11,434-94.2% | $11,815-94.4% | $12,562-94.7% |