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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 | $25,196 | $106,524-76.3% | $152,301-83.5% | $87,485-71.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 30.62% | 26.89%+3.7pp | 80.50%-49.9pp | 26.06%+4.6pp |
| Employer contribution / active EE | $2,987 | $3,371-11.4% | $4,624-35.4% | $2,596+15.0% |
| Participant deferral / active EE | $5,254 | $6,525-19.5% | $8,004-34.4% | $4,274+22.9% |
| Admin fee / account holder | $453 | $8,287-94.5% | $14,398-96.9% | $7,775-94.2% |