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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 | $51,025 | $106,749-52.2% | $145,433-64.9% | $82,448-38.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 25.07% | 27.59%-2.5pp | 66.58%-41.5pp | 41.64%-16.6pp |
| Employer contribution / active EE | $3,636 | $3,444+5.6% | $4,554-20.2% | $2,551+42.5% |
| Participant deferral / active EE | $12,269 | $6,519+88.2% | $7,897+55.4% | $4,139+196.4% |
| Admin fee / account holder | $3,046 | $8,390-63.7% | $13,129-76.8% | $7,234-57.9% |