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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 | $24,172 | $162,967-85.2% | $135,792-82.2% | $138,895-82.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 38.50% | 30.08%+8.4pp | 25.96%+12.5pp | 145.39%-106.9pp |
| Employer contribution / active EE | $2,634 | $4,211-37.5% | $3,496-24.7% | $4,194-37.2% |
| Participant deferral / active EE | $5,031 | $5,640-10.8% | $4,759+5.7% | $6,396-21.3% |
| Admin fee / account holder | $581 | $15,306-96.2% | $12,266-95.3% | $12,562-95.4% |