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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 | $37,676 | $86,940-56.7% | $102,434-63.2% | $80,935-53.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 22.43% | 18.89%+3.5pp | 29.46%-7.0pp | 35.66%-13.2pp |
| Employer contribution / active EE | $4,600 | $2,370+94.1% | $3,023+52.2% | $2,757+66.9% |
| Participant deferral / active EE | $11,794 | $4,121+186.2% | $5,055+133.3% | $4,299+174.3% |
| Admin fee / account holder | $1,944 | $8,047-75.8% | $9,462-79.5% | $6,924-71.9% |