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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 | $38,182 | $81,233-53.0% | $155,567-75.5% | $80,874-52.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.11% | 33.33%-19.2pp | 64.74%-50.6pp | 35.62%-21.5pp |
| Employer contribution / active EE | $2,363 | $3,101-23.8% | $4,674-49.4% | $2,756-14.2% |
| Participant deferral / active EE | $5,955 | $3,452+72.5% | $5,628+5.8% | $4,297+38.6% |
| Admin fee / account holder | $563 | $7,998-93.0% | $15,916-96.5% | $6,935-91.9% |