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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 | $23,964 | $110,240-78.3% | $96,544-75.2% | $139,487-82.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 25.10% | 26.41%-1.3pp | 25.88%-0.8pp | 373.84%-348.7pp |
| Employer contribution / active EE | $2,236 | $3,622-38.3% | $2,966-24.6% | $4,755-53.0% |
| Participant deferral / active EE | $5,713 | $5,549+2.9% | $4,851+17.7% | $6,713-14.9% |
| Admin fee / account holder | $2,571 | $11,602-77.8% | $8,254-68.9% | $11,407-77.5% |