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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 | $54,657 | $106,749-48.8% | $145,433-62.4% | $82,448-33.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 20.20% | 27.59%-7.4pp | 66.58%-46.4pp | 41.64%-21.4pp |
| Employer contribution / active EE | $2,878 | $3,444-16.5% | $4,554-36.8% | $2,551+12.8% |
| Participant deferral / active EE | $3,555 | $6,519-45.5% | $7,897-55.0% | $4,139-14.1% |
| Admin fee / account holder | $754 | $8,390-91.0% | $13,129-94.3% | $7,234-89.6% |