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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 | $25,183 | $58,493-56.9% | $84,023-70.0% | $72,976-65.5% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 47.25% | 28.93%+18.3pp | 71.32%-24.1pp | 81.02%-33.8pp |
| Employer contribution / active EE | $1,711 | $1,163+47.1% | $1,984-13.7% | $2,440-29.9% |
| Participant deferral / active EE | $2,725 | $2,394+13.8% | $3,239-15.9% | $3,608-24.5% |
| Admin fee / account holder | $496 | $4,569-89.2% | $6,102-91.9% | $5,124-90.3% |