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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 | $25,979 | $55,713-53.4% | $75,901-65.8% | $72,975-64.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 26.18% | 27.60%-1.4pp | 30.76%-4.6pp | 81.01%-54.8pp |
| Employer contribution / active EE | $1,158 | $1,687-31.3% | $2,501-53.7% | $2,440-52.5% |
| Participant deferral / active EE | $3,825 | $2,634+45.2% | $3,603+6.2% | $3,608+6.0% |
| Admin fee / account holder | $539 | $3,980-86.5% | $5,420-90.1% | $5,124-89.5% |