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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 | $34,256 | $100,970-66.1% | $96,576-64.5% | $137,256-75.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.47% | 38.16%-20.7pp | 38.47%-21.0pp | 220.34%-202.9pp |
| Employer contribution / active EE | $5,114 | $3,809+34.2% | $3,553+43.9% | $4,156+23.0% |
| Participant deferral / active EE | $9,965 | $8,286+20.3% | $7,956+25.2% | $6,407+55.5% |
| Admin fee / account holder | $4,629 | $11,312-59.1% | $11,381-59.3% | $12,270-62.3% |