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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 | $34,964 | $107,666-67.5% | $102,184-65.8% | $154,746-77.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 19.91% | 29.33%-9.4pp | 31.58%-11.7pp | 172.34%-152.4pp |
| Employer contribution / active EE | $3,307 | $3,846-14.0% | $3,594-8.0% | $4,379-24.5% |
| Participant deferral / active EE | $3,514 | $8,719-59.7% | $8,309-57.7% | $6,730-47.8% |
| Admin fee / account holder | $5,047 | $12,943-61.0% | $11,609-56.5% | $14,365-64.9% |