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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 | $48,624 | $172,111-71.7% | $150,298-67.6% | $137,256-64.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 23.07% | 69.37%-46.3pp | 62.79%-39.7pp | 220.34%-197.3pp |
| Employer contribution / active EE | $2,592 | $4,636-44.1% | $4,154-37.6% | $4,156-37.6% |
| Participant deferral / active EE | $9,082 | $6,166+47.3% | $5,453+66.6% | $6,407+41.7% |
| Admin fee / account holder | $477 | $16,471-97.1% | $14,116-96.6% | $12,270-96.1% |