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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 | $34,332 | $48,078-28.6% | $78,676-56.4% | $62,881-45.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 23.19% | 31.36%-8.2pp | 62.19%-39.0pp | 20.14%+3.0pp |
| Employer contribution / active EE | $5,944 | $2,015+195.1% | $2,850+108.6% | $2,281+160.6% |
| Participant deferral / active EE | $3,170 | $2,587+22.5% | $3,517-9.9% | $3,203-1.0% |
| Admin fee / account holder | $4,455 | $3,206+39.0% | $4,510-1.2% | $4,296+3.7% |