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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 | $26,887 | $93,598-71.3% | $135,974-80.2% | $75,173-64.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 26.38% | 30.89%-4.5pp | 68.30%-41.9pp | 160.72%-134.3pp |
| Employer contribution / active EE | $2,891 | $3,538-18.3% | $4,859-40.5% | $2,671+8.2% |
| Participant deferral / active EE | $4,352 | $6,405-32.1% | $7,760-43.9% | $4,126+5.5% |
| Admin fee / account holder | $1,450 | $6,978-79.2% | $10,767-86.5% | $5,651-74.3% |