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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 | $35,722 | $93,589-61.8% | $135,942-73.7% | $75,181-52.5% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 25.10% | 30.90%-5.8pp | 68.28%-43.2pp | 160.69%-135.6pp |
| Employer contribution / active EE | $1,090 | $3,537-69.2% | $4,858-77.6% | $2,671-59.2% |
| Participant deferral / active EE | $10,850 | $6,405+69.4% | $7,759+39.8% | $4,126+163.0% |
| Admin fee / account holder | $1,966 | $6,977-71.8% | $10,764-81.7% | $5,650-65.2% |