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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 | $32,307 | $199,109-83.8% | $173,730-81.4% | $154,746-79.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 11.42% | 20.02%-8.6pp | 19.96%-8.5pp | 172.34%-160.9pp |
| Employer contribution / active EE | $3,726 | $5,311-29.9% | $4,577-18.6% | $4,379-14.9% |
| Participant deferral / active EE | $3,726 | $7,113-47.6% | $6,326-41.1% | $6,730-44.6% |
| Admin fee / account holder | $19,973 | $20,916-4.5% | $17,523+14.0% | $14,365+39.0% |