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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 | $32,935 | $107,809-69.5% | $97,032-66.1% | $155,188-78.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 20.44% | 38.06%-17.6pp | 35.38%-14.9pp | 148.84%-128.4pp |
| Employer contribution / active EE | $3,875 | $2,911+33.1% | $2,629+47.4% | $4,248-8.8% |
| Participant deferral / active EE | $8,441 | $5,129+64.6% | $4,672+80.7% | $6,531+29.2% |
| Admin fee / account holder | $3,898 | $10,717-63.6% | $9,418-58.6% | $14,480-73.1% |