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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 | $32,127 | $199,109-83.9% | $173,730-81.5% | $154,746-79.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 14.36% | 20.02%-5.7pp | 19.96%-5.6pp | 172.34%-158.0pp |
| Employer contribution / active EE | $2,882 | $5,311-45.7% | $4,577-37.0% | $4,379-34.2% |
| Participant deferral / active EE | $3,289 | $7,113-53.8% | $6,326-48.0% | $6,730-51.1% |
| Admin fee / account holder | $3,416 | $20,916-83.7% | $17,523-80.5% | $14,365-76.2% |