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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 | $30,228 | $81,358-62.8% | $155,556-80.6% | $80,959-62.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.54% | 33.39%-20.8pp | 64.84%-52.3pp | 35.67%-23.1pp |
| Employer contribution / active EE | $2,326 | $3,106-25.1% | $4,675-50.2% | $2,757-15.6% |
| Participant deferral / active EE | $3,650 | $3,455+5.6% | $5,631-35.2% | $4,300-15.1% |
| Admin fee / account holder | $825 | $7,994-89.7% | $15,885-94.8% | $6,925-88.1% |