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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 | $34,235 | $102,609-66.6% | $98,090-65.1% | $138,895-75.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 23.48% | 36.44%-13.0pp | 37.05%-13.6pp | 145.39%-121.9pp |
| Employer contribution / active EE | $3,463 | $3,867-10.5% | $3,606-4.0% | $4,194-17.4% |
| Participant deferral / active EE | $9,557 | $8,167+17.0% | $7,845+21.8% | $6,396+49.4% |
| Admin fee / account holder | $2,061 | $11,434-82.0% | $11,815-82.6% | $12,562-83.6% |