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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 | $32,951 | $72,492-54.5% | $87,104-62.2% | $72,975-54.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.82% | 24.46%-5.6pp | 28.19%-9.4pp | 81.01%-62.2pp |
| Employer contribution / active EE | $6,211 | $1,894+227.9% | $2,521+146.3% | $2,440+154.5% |
| Participant deferral / active EE | $3,464 | $3,270+5.9% | $4,048-14.4% | $3,608-4.0% |
| Admin fee / account holder | $981 | $5,055-80.6% | $7,491-86.9% | $5,124-80.9% |