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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 | $52,277 | $86,050-39.2% | $189,758-72.5% | $94,015-44.4% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 19.76% | 17.77%+2.0pp | 52.62%-32.9pp | 17.84%+1.9pp |
| Employer contribution / active EE | $3,866 | $2,819+37.1% | $4,767-18.9% | $2,790+38.6% |
| Participant deferral / active EE | $2,952 | $3,349-11.8% | $5,856-49.6% | $4,249-30.5% |
| Admin fee / account holder | $718 | $6,627-89.2% | $20,388-96.5% | $8,951-92.0% |