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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 | $20,730 | $73,787-71.9% | $98,716-79.0% | $82,448-74.9% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 24.97% | 18.57%+6.4pp | 31.81%-6.8pp | 41.64%-16.7pp |
| Employer contribution / active EE | $3,849 | $1,511+154.7% | $2,279+68.9% | $2,551+50.9% |
| Participant deferral / active EE | $2,749 | $3,081-10.8% | $4,048-32.1% | $4,139-33.6% |
| Admin fee / account holder | $5,138 | $6,500-21.0% | $8,703-41.0% | $7,234-29.0% |