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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 | $81,331-69.8% | $155,534-84.2% | $80,935-69.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.13% | 33.37%-19.2pp | 64.92%-50.8pp | 35.66%-21.5pp |
| Employer contribution / active EE | $2,052 | $3,105-33.9% | $4,675-56.1% | $2,757-25.6% |
| Participant deferral / active EE | $4,943 | $3,454+43.1% | $5,630-12.2% | $4,299+15.0% |
| Admin fee / account holder | $362 | $7,999-95.5% | $15,900-97.7% | $6,924-94.8% |