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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 | $30,997 | $87,166-64.4% | $76,735-59.6% | $137,256-77.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 15.69% | 26.50%-10.8pp | 29.77%-14.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,908 | $2,904-34.3% | $2,454-22.3% | $4,156-54.1% |
| Participant deferral / active EE | $4,974 | $4,726+5.2% | $4,088+21.7% | $6,407-22.4% |
| Admin fee / account holder | $765 | $8,403-90.9% | $7,189-89.4% | $12,270-93.8% |