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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 | $26,043 | $79,955-67.4% | $98,461-73.6% | $75,173-65.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 24.87% | 19.75%+5.1pp | 21.17%+3.7pp | 160.72%-135.8pp |
| Employer contribution / active EE | $2,172 | $2,264-4.0% | $3,049-28.7% | $2,671-18.7% |
| Participant deferral / active EE | $6,035 | $3,752+60.8% | $4,738+27.4% | $4,126+46.3% |
| Admin fee / account holder | $1,277 | $6,841-81.3% | $8,961-85.7% | $5,651-77.4% |