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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 | $29,802 | $106,524-72.0% | $152,301-80.4% | $87,485-65.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 28.17% | 26.89%+1.3pp | 80.50%-52.3pp | 26.06%+2.1pp |
| Employer contribution / active EE | $4,691 | $3,371+39.1% | $4,624+1.4% | $2,596+80.7% |
| Participant deferral / active EE | $14,645 | $6,525+124.5% | $8,004+83.0% | $4,274+242.7% |
| Admin fee / account holder | $343 | $8,287-95.9% | $14,398-97.6% | $7,775-95.6% |