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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 | $37,161 | $86,940-57.3% | $102,434-63.7% | $80,935-54.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 27.05% | 18.89%+8.2pp | 29.46%-2.4pp | 35.66%-8.6pp |
| Employer contribution / active EE | $3,345 | $2,370+41.2% | $3,023+10.7% | $2,757+21.3% |
| Participant deferral / active EE | $3,662 | $4,121-11.1% | $5,055-27.5% | $4,299-14.8% |
| Admin fee / account holder | $1,231 | $8,047-84.7% | $9,462-87.0% | $6,924-82.2% |