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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 | $32,169 | $106,749-69.9% | $145,433-77.9% | $82,448-61.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 25.87% | 27.59%-1.7pp | 66.58%-40.7pp | 41.64%-15.8pp |
| Employer contribution / active EE | $3,436 | $3,444-0.3% | $4,554-24.6% | $2,551+34.7% |
| Participant deferral / active EE | $11,873 | $6,519+82.1% | $7,897+50.3% | $4,139+186.8% |
| Admin fee / account holder | $624 | $8,390-92.6% | $13,129-95.2% | $7,234-91.4% |