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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 | $25,320 | $54,763-53.8% | $90,324-72.0% | $72,976-65.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 32.32% | 30.63%+1.7pp | 78.15%-45.8pp | 81.02%-48.7pp |
| Employer contribution / active EE | $3,114 | $2,093+48.7% | $2,856+9.0% | $2,440+27.6% |
| Participant deferral / active EE | $3,546 | $2,887+22.8% | $3,885-8.7% | $3,608-1.7% |
| Admin fee / account holder | $4,883 | $3,973+22.9% | $5,356-8.8% | $5,124-4.7% |