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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 | $24,555 | $81,262-69.8% | $155,602-84.2% | $80,911-69.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.13% | 33.34%-19.2pp | 64.81%-50.7pp | 35.63%-21.5pp |
| Employer contribution / active EE | $2,052 | $3,102-33.9% | $4,675-56.1% | $2,756-25.6% |
| Participant deferral / active EE | $4,943 | $3,451+43.2% | $5,629-12.2% | $4,297+15.0% |
| Admin fee / account holder | $362 | $7,992-95.5% | $15,923-97.7% | $6,935-94.8% |