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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 | $33,888 | $75,963-55.4% | $97,995-65.4% | $70,126-51.7% |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 19.72% | 19.26%+0.5pp | 23.94%-4.2pp | 73.15%-53.4pp |
| Employer contribution / active EE | $3,892 | $3,278+18.7% | $4,158-6.4% | $2,343+66.2% |
| Participant deferral / active EE | $4,005 | $4,053-1.2% | $5,097-21.4% | $3,332+20.2% |
| Admin fee / account holder | $7,136 | $5,407+32.0% | $5,943+20.1% | $4,645+53.6% |