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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 | $41,184 | $72,492-43.2% | $87,104-52.7% | $72,975-43.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 24.98% | 24.46%+0.5pp | 28.19%-3.2pp | 81.01%-56.0pp |
| Employer contribution / active EE | $1,513 | $1,894-20.1% | $2,521-40.0% | $2,440-38.0% |
| Participant deferral / active EE | $4,386 | $3,270+34.2% | $4,048+8.3% | $3,608+21.6% |
| Admin fee / account holder | $1,738 | $5,055-65.6% | $7,491-76.8% | $5,124-66.1% |