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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 | $26,797 | $48,078-44.3% | $78,676-65.9% | $62,881-57.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.63% | 31.36%-23.7pp | 62.19%-54.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $372 | $2,015-81.5% | $2,850-86.9% | $2,281-83.7% |
| Participant deferral / active EE | $2,458 | $2,587-5.0% | $3,517-30.1% | $3,203-23.3% |
| Admin fee / account holder | $306 | $3,206-90.4% | $4,510-93.2% | $4,296-92.9% |