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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 | $34,829 | $108,825-68.0% | $156,181-77.7% | $82,448-57.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 24.35% | 20.59%+3.8pp | 64.87%-40.5pp | 41.64%-17.3pp |
| Employer contribution / active EE | $2,925 | $2,870+1.9% | $4,294-31.9% | $2,551+14.7% |
| Participant deferral / active EE | $5,126 | $4,577+12.0% | $6,132-16.4% | $4,139+23.8% |
| Admin fee / account holder | $926 | $9,341-90.1% | $14,586-93.6% | $7,234-87.2% |