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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 | $39,957 | $67,602-40.9% | $82,312-51.5% | $70,126-43.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.03% | 21.57%-4.5pp | 25.88%-8.9pp | 73.15%-56.1pp |
| Employer contribution / active EE | $8,613 | $1,755+390.8% | $2,428+254.7% | $2,343+267.7% |
| Participant deferral / active EE | $6,372 | $2,987+113.3% | $3,706+71.9% | $3,332+91.3% |
| Admin fee / account holder | $311 | $4,512-93.1% | $5,608-94.5% | $4,645-93.3% |