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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 | $28,828 | $64,359-55.2% | $90,161-68.0% | $70,126-58.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 23.83% | 28.13%-4.3pp | 34.89%-11.1pp | 73.15%-49.3pp |
| Employer contribution / active EE | $4,764 | $2,046+132.9% | $3,318+43.6% | $2,343+103.4% |
| Participant deferral / active EE | $6,035 | $4,389+37.5% | $5,287+14.1% | $3,332+81.1% |
| Admin fee / account holder | $3,435 | $3,945-12.9% | $5,943-42.2% | $4,645-26.1% |