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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 | $81,276-62.8% | $155,574-80.6% | $80,925-62.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.54% | 33.36%-20.8pp | 64.87%-52.3pp | 35.65%-23.1pp |
| Employer contribution / active EE | $2,326 | $3,103-25.0% | $4,676-50.2% | $2,756-15.6% |
| Participant deferral / active EE | $3,650 | $3,453+5.7% | $5,629-35.2% | $4,299-15.1% |
| Admin fee / account holder | $825 | $7,993-89.7% | $15,914-94.8% | $6,940-88.1% |