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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 | $35,802 | $93,598-61.7% | $135,974-73.7% | $75,173-52.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.98% | 30.89%-6.9pp | 68.30%-44.3pp | 160.72%-136.7pp |
| Employer contribution / active EE | $2,125 | $3,538-39.9% | $4,859-56.3% | $2,671-20.4% |
| Participant deferral / active EE | $6,681 | $6,405+4.3% | $7,760-13.9% | $4,126+61.9% |
| Admin fee / account holder | $462 | $6,978-93.4% | $10,767-95.7% | $5,651-91.8% |