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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 | $33,489 | $228,352-85.3% | $185,827-82.0% | $158,950-78.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 9.58% | 40.81%-31.2pp | 35.96%-26.4pp | 302.91%-293.3pp |
| Employer contribution / active EE | $2,669 | $4,967-46.3% | $4,087-34.7% | $4,762-44.0% |
| Participant deferral / active EE | $2,787 | $6,416-56.6% | $5,633-50.5% | $5,983-53.4% |
| Admin fee / account holder | $9,249 | $11,867-22.1% | $9,502-2.7% | $11,248-17.8% |