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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 | $44,312 | $72,486-38.9% | $87,103-49.1% | $72,976-39.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 21.25% | 24.46%-3.2pp | 28.19%-6.9pp | 81.02%-59.8pp |
| Employer contribution / active EE | $5,102 | $1,894+169.4% | $2,521+102.3% | $2,440+109.1% |
| Participant deferral / active EE | $3,427 | $3,270+4.8% | $4,049-15.4% | $3,608-5.0% |
| Admin fee / account holder | $398 | $5,055-92.1% | $7,491-94.7% | $5,124-92.2% |