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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 | $27,259 | $25,014+9.0% | $69,623-60.8% | $80,935-66.3% |
| Participation rate | 100.0% | 64.2%+35.8pp | 66.4%+33.6pp | 67.7%+32.3pp |
| Annual return | 14.64% | 19.08%-4.4pp | 101.23%-86.6pp | 35.66%-21.0pp |
| Employer contribution / active EE | $972 | $991-2.0% | $1,709-43.1% | $2,757-64.8% |
| Participant deferral / active EE | $5,299 | $1,840+188.1% | $2,890+83.4% | $4,299+23.3% |
| Admin fee / account holder | $9,123 | $2,491+266.3% | $4,696+94.3% | $6,924+31.8% |