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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 | $40,851 | $83,485-51.1% | $125,195-67.4% | $72,976-44.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 19.67% | 25.77%-6.1pp | 43.79%-24.1pp | 81.02%-61.3pp |
| Employer contribution / active EE | $2,130 | $2,346-9.2% | $3,866-44.9% | $2,440-12.7% |
| Participant deferral / active EE | $5,019 | $3,586+39.9% | $4,937+1.6% | $3,608+39.1% |
| Admin fee / account holder | $850 | $5,518-84.6% | $9,704-91.2% | $5,124-83.4% |