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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 | $50,249 | $81,403-38.3% | $147,027-65.8% | $87,485-42.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 18.67% | 16.51%+2.2pp | 20.23%-1.6pp | 26.06%-7.4pp |
| Employer contribution / active EE | $3,954 | $2,205+79.3% | $3,626+9.1% | $2,596+52.3% |
| Participant deferral / active EE | $7,427 | $3,315+124.0% | $4,933+50.6% | $4,274+73.8% |
| Admin fee / account holder | $392 | $6,755-94.2% | $12,223-96.8% | $7,775-95.0% |