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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 | $21,446 | $76,551-72.0% | $123,894-82.7% | $62,881-65.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 20.26% | 18.68%+1.6pp | 47.52%-27.3pp | 20.14%+0.1pp |
| Employer contribution / active EE | $4,153 | $2,882+44.1% | $4,617-10.1% | $2,281+82.1% |
| Participant deferral / active EE | $4,377 | $4,840-9.6% | $5,984-26.9% | $3,203+36.6% |
| Admin fee / account holder | $1,184 | $4,826-75.5% | $8,357-85.8% | $4,296-72.4% |