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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 | $213,785-85.3% | $185,441-83.1% | $155,188-79.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 18.43% | 19.97%-1.5pp | 20.16%-1.7pp | 148.84%-130.4pp |
| Employer contribution / active EE | $1,884 | $5,393-65.1% | $4,672-59.7% | $4,248-55.6% |
| Participant deferral / active EE | $2,551 | $6,864-62.8% | $6,152-58.5% | $6,531-60.9% |
| Admin fee / account holder | $4,209 | $21,134-80.1% | $17,890-76.5% | $14,480-70.9% |