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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 | $33,978 | $100,970-66.3% | $96,576-64.8% | $137,256-75.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 25.90% | 38.16%-12.3pp | 38.47%-12.6pp | 220.34%-194.4pp |
| Employer contribution / active EE | $5,268 | $3,809+38.3% | $3,553+48.3% | $4,156+26.8% |
| Participant deferral / active EE | $7,341 | $8,286-11.4% | $7,956-7.7% | $6,407+14.6% |
| Admin fee / account holder | $26,315 | $11,312+132.6% | $11,381+131.2% | $12,270+114.5% |