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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 | $31,307 | $58,099-46.1% | $76,872-59.3% | $75,173-58.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 24.31% | 26.71%-2.4pp | 37.90%-13.6pp | 160.72%-136.4pp |
| Employer contribution / active EE | $2,416 | $1,996+21.1% | $2,533-4.6% | $2,671-9.5% |
| Participant deferral / active EE | $5,240 | $2,999+74.7% | $3,832+36.7% | $4,126+27.0% |
| Admin fee / account holder | $922 | $4,778-80.7% | $5,476-83.2% | $5,651-83.7% |