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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 | $12,114 | $81,331-85.1% | $155,534-92.2% | $80,935-85.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 28.74% | 33.37%-4.6pp | 64.92%-36.2pp | 35.66%-6.9pp |
| Employer contribution / active EE | $2,192 | $3,105-29.4% | $4,675-53.1% | $2,757-20.5% |
| Participant deferral / active EE | $5,498 | $3,454+59.2% | $5,630-2.4% | $4,299+27.9% |
| Admin fee / account holder | $691 | $7,999-91.4% | $15,900-95.7% | $6,924-90.0% |