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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 | $25,980 | $100,970-74.3% | $96,576-73.1% | $137,256-81.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 36.32% | 38.16%-1.8pp | 38.47%-2.2pp | 220.34%-184.0pp |
| Employer contribution / active EE | $2,277 | $3,809-40.2% | $3,553-35.9% | $4,156-45.2% |
| Participant deferral / active EE | $7,860 | $8,286-5.1% | $7,956-1.2% | $6,407+22.7% |
| Admin fee / account holder | $7,694 | $11,312-32.0% | $11,381-32.4% | $12,270-37.3% |