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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 | $79,944-45.3% | $98,441-55.6% | $75,173-41.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 21.32% | 19.75%+1.6pp | 21.16%+0.2pp | 160.65%-139.3pp |
| Employer contribution / active EE | $2,930 | $2,264+29.4% | $3,048-3.9% | $2,670+9.7% |
| Participant deferral / active EE | $7,717 | $3,752+105.7% | $4,738+62.9% | $4,126+87.1% |
| Admin fee / account holder | $944 | $6,840-86.2% | $8,960-89.5% | $5,651-83.3% |