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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 | $25,744 | $64,920-60.3% | $103,693-75.2% | $86,983-70.4% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 46.67% | 30.29%+16.4pp | 47.61%-0.9pp | 25.83%+20.8pp |
| Employer contribution / active EE | $2,283 | $2,141+6.6% | $2,920-21.8% | $2,584-11.7% |
| Participant deferral / active EE | $3,773 | $3,241+16.4% | $4,579-17.6% | $4,194-10.0% |
| Admin fee / account holder | $1,928 | $6,191-68.9% | $7,858-75.5% | $7,856-75.5% |