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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 | $38,262 | $87,059-56.1% | $105,608-63.8% | $80,925-52.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 18.41% | 17.05%+1.4pp | 116.50%-98.1pp | 35.65%-17.2pp |
| Employer contribution / active EE | $2,508 | $2,396+4.6% | $3,167-20.8% | $2,756-9.0% |
| Participant deferral / active EE | $6,913 | $3,986+73.4% | $5,010+38.0% | $4,299+60.8% |
| Admin fee / account holder | $448 | $8,443-94.7% | $11,028-95.9% | $6,940-93.5% |