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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 | $27,232 | $93,617-70.9% | $135,982-80.0% | $75,177-63.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 21.25% | 30.89%-9.6pp | 68.32%-47.1pp | 160.75%-139.5pp |
| Employer contribution / active EE | $2,559 | $3,538-27.7% | $4,859-47.3% | $2,671-4.2% |
| Participant deferral / active EE | $5,836 | $6,406-8.9% | $7,760-24.8% | $4,126+41.4% |
| Admin fee / account holder | $773 | $6,980-88.9% | $10,767-92.8% | $5,651-86.3% |