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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 | $33,313 | $95,453-65.1% | $112,040-70.3% | $82,448-59.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 18.68% | 23.92%-5.2pp | 24.52%-5.8pp | 41.64%-23.0pp |
| Employer contribution / active EE | $2,977 | $2,318+28.4% | $2,954+0.8% | $2,551+16.7% |
| Participant deferral / active EE | $4,430 | $4,224+4.9% | $5,098-13.1% | $4,139+7.0% |
| Admin fee / account holder | $707 | $9,013-92.2% | $12,098-94.2% | $7,234-90.2% |