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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 | $26,996 | $72,486-62.8% | $87,103-69.0% | $72,976-63.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.84% | 24.46%-5.6pp | 28.19%-9.4pp | 81.02%-62.2pp |
| Employer contribution / active EE | $2,830 | $1,894+49.4% | $2,521+12.2% | $2,440+16.0% |
| Participant deferral / active EE | $4,179 | $3,270+27.8% | $4,049+3.2% | $3,608+15.8% |
| Admin fee / account holder | $8,142 | $5,055+61.1% | $7,491+8.7% | $5,124+58.9% |