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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 | $51,254 | $45,050+13.8% | $63,018-18.7% | $70,126-26.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 21.12% | 18.76%+2.4pp | 87.62%-66.5pp | 73.15%-52.0pp |
| Employer contribution / active EE | $544 | $2,052-73.5% | $2,761-80.3% | $2,343-76.8% |
| Participant deferral / active EE | $5,507 | $2,466+123.4% | $3,330+65.4% | $3,332+65.3% |
| Admin fee / account holder | $1,199 | $2,834-57.7% | $3,601-66.7% | $4,645-74.2% |