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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 | $26,471 | $65,034-59.3% | $90,970-70.9% | $79,856-66.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 19.74% | 30.45%-10.7pp | 134.60%-114.9pp | 31.71%-12.0pp |
| Employer contribution / active EE | $5,041 | $1,247+304.1% | $2,122+137.6% | $2,471+104.0% |
| Participant deferral / active EE | $1,956 | $2,512-22.2% | $3,373-42.0% | $3,741-47.7% |
| Admin fee / account holder | $334 | $4,536-92.6% | $5,961-94.4% | $5,306-93.7% |