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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 | $51,634 | $106,749-51.6% | $145,433-64.5% | $82,448-37.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.37% | 27.59%-9.2pp | 66.58%-48.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $3,320 | $3,444-3.6% | $4,554-27.1% | $2,551+30.2% |
| Participant deferral / active EE | $6,751 | $6,519+3.6% | $7,897-14.5% | $4,139+63.1% |
| Admin fee / account holder | $381 | $8,390-95.5% | $13,129-97.1% | $7,234-94.7% |