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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 | $43,718 | $79,961-45.3% | $98,462-55.6% | $75,177-41.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 21.32% | 19.75%+1.6pp | 21.17%+0.1pp | 160.75%-139.4pp |
| Employer contribution / active EE | $2,930 | $2,264+29.4% | $3,049-3.9% | $2,671+9.7% |
| Participant deferral / active EE | $7,717 | $3,753+105.7% | $4,738+62.9% | $4,126+87.0% |
| Admin fee / account holder | $944 | $6,842-86.2% | $8,875-89.4% | $5,651-83.3% |