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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 | $26,079 | $118,488-78.0% | $98,462-73.5% | $139,487-81.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 16.55% | 18.96%-2.4pp | 21.17%-4.6pp | 373.84%-357.3pp |
| Employer contribution / active EE | $2,893 | $3,611-19.9% | $3,049-5.1% | $4,755-39.2% |
| Participant deferral / active EE | $6,709 | $5,393+24.4% | $4,738+41.6% | $6,7130% |
| Admin fee / account holder | $4,027 | $13,868-71.0% | $8,875-54.6% | $11,407-64.7% |