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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 | $47,633 | $81,504-41.6% | $102,437-53.5% | $80,959-41.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 20.40% | 25.60%-5.2pp | 24.95%-4.5pp | 35.67%-15.3pp |
| Employer contribution / active EE | $2,921 | $3,104-5.9% | $3,871-24.5% | $2,757+6.0% |
| Participant deferral / active EE | $5,704 | $3,871+47.4% | $5,060+12.7% | $4,300+32.6% |
| Admin fee / account holder | $407 | $6,719-93.9% | $8,388-95.1% | $6,925-94.1% |