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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 | $46,450 | $86,938-46.6% | $102,423-54.6% | $80,925-42.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 20.92% | 18.89%+2.0pp | 29.42%-8.5pp | 35.65%-14.7pp |
| Employer contribution / active EE | $4,260 | $2,369+79.8% | $3,023+40.9% | $2,756+54.6% |
| Participant deferral / active EE | $4,495 | $4,120+9.1% | $5,054-11.1% | $4,299+4.6% |
| Admin fee / account holder | $950 | $8,053-88.2% | $9,455-90.0% | $6,940-86.3% |