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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 | $39,770 | $93,617-57.5% | $135,982-70.8% | $75,177-47.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 21.88% | 30.89%-9.0pp | 68.32%-46.4pp | 160.75%-138.9pp |
| Employer contribution / active EE | $2,829 | $3,538-20.0% | $4,859-41.8% | $2,671+5.9% |
| Participant deferral / active EE | $3,717 | $6,406-42.0% | $7,760-52.1% | $4,126-9.9% |
| Admin fee / account holder | $817 | $6,980-88.3% | $10,767-92.4% | $5,651-85.5% |