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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 | $26,287 | $77,920-66.3% | $149,723-82.4% | $75,177-65.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 22.56% | 31.72%-9.2pp | 134.50%-111.9pp | 160.75%-138.2pp |
| Employer contribution / active EE | $1,725 | $3,138-45.0% | $4,821-64.2% | $2,671-35.4% |
| Participant deferral / active EE | $3,261 | $3,411-4.4% | $5,682-42.6% | $4,126-21.0% |
| Admin fee / account holder | $793 | $5,951-86.7% | $13,215-94.0% | $5,651-86.0% |