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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 | $23,283 | $106,588-78.2% | $94,215-75.3% | $155,188-85.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 18.75% | 29.39%-10.6pp | 28.22%-9.5pp | 148.84%-130.1pp |
| Employer contribution / active EE | $3,051 | $3,080-0.9% | $2,675+14.1% | $4,248-28.2% |
| Participant deferral / active EE | $6,445 | $4,802+34.2% | $4,276+50.7% | $6,531-1.3% |
| Admin fee / account holder | $645 | $12,281-94.7% | $10,216-93.7% | $14,480-95.5% |