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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 | $33,430 | $77,817-57.0% | $123,553-72.9% | $64,173-47.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 8.00% | 12.49%-4.5pp | 119.21%-111.2pp | 7.63%+0.4pp |
| Employer contribution / active EE | $2,504 | $3,014-16.9% | $4,628-45.9% | $2,381+5.2% |
| Participant deferral / active EE | $3,862 | $5,240-26.3% | $6,426-39.9% | $3,470+11.3% |
| Admin fee / account holder | $761 | $5,519-86.2% | $9,284-91.8% | $4,887-84.4% |