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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 | $50,360 | $99,345-49.3% | $84,753-40.6% | $273,972-81.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 22.67% | 22.93%-0.3pp | 22.78%-0.1pp | 41.46%-18.8pp |
| Employer contribution / active EE | $699 | $4,214-83.4% | $3,574-80.5% | $4,869-85.6% |
| Participant deferral / active EE | $5,634 | $4,270+31.9% | $3,712+51.8% | $5,287+6.6% |
| Admin fee / account holder | $1,170 | $6,645-82.4% | $5,333-78.1% | $10,133-88.4% |