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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 | $26,241 | $55,889-53.0% | $76,119-65.5% | $80,935-67.6% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 23.27% | 20.58%+2.7pp | 361.25%-338.0pp | 35.66%-12.4pp |
| Employer contribution / active EE | $2,794 | $1,866+49.7% | $2,693+3.8% | $2,757+1.4% |
| Participant deferral / active EE | $4,539 | $3,051+48.8% | $4,259+6.6% | $4,299+5.6% |
| Admin fee / account holder | $4,031 | $5,241-23.1% | $6,421-37.2% | $6,924-41.8% |