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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 | $21,067 | $76,407-72.4% | $150,298-86.0% | $82,448-74.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 28.47% | 39.99%-11.5pp | 62.79%-34.3pp | 41.64%-13.2pp |
| Employer contribution / active EE | $2,417 | $2,614-7.6% | $4,154-41.8% | $2,551-5.3% |
| Participant deferral / active EE | $4,170 | $3,214+29.7% | $5,453-23.5% | $4,139+0.8% |
| Admin fee / account holder | $674 | $6,352-89.4% | $14,116-95.2% | $7,234-90.7% |