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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 | $31,371 | $199,109-84.2% | $173,730-81.9% | $154,746-79.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 18.43% | 20.02%-1.6pp | 19.96%-1.5pp | 172.34%-153.9pp |
| Employer contribution / active EE | $1,884 | $5,311-64.5% | $4,577-58.8% | $4,379-57.0% |
| Participant deferral / active EE | $2,551 | $7,113-64.1% | $6,326-59.7% | $6,730-62.1% |
| Admin fee / account holder | $4,209 | $20,916-79.9% | $17,523-76.0% | $14,365-70.7% |