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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 | $34,749 | $86,949-60.0% | $102,460-66.1% | $80,959-57.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 10.87% | 18.89%-8.0pp | 29.47%-18.6pp | 35.67%-24.8pp |
| Employer contribution / active EE | $5,796 | $2,370+144.6% | $3,025+91.6% | $2,757+110.2% |
| Participant deferral / active EE | $4,358 | $4,121+5.8% | $5,056-13.8% | $4,300+1.4% |
| Admin fee / account holder | $861 | $8,048-89.3% | $9,460-90.9% | $6,925-87.6% |