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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 | $53,436 | $81,476-34.4% | $102,383-47.8% | $80,925-34.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 26.24% | 25.59%+0.6pp | 24.94%+1.3pp | 35.65%-9.4pp |
| Employer contribution / active EE | $8,247 | $3,105+165.6% | $3,870+113.1% | $2,756+199.2% |
| Participant deferral / active EE | $3,626 | $3,871-6.3% | $5,060-28.3% | $4,299-15.6% |
| Admin fee / account holder | $579 | $6,717-91.4% | $8,391-93.1% | $6,940-91.7% |