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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 | $29,666 | $65,364-54.6% | $92,909-68.1% | $72,975-59.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 22.19% | 42.11%-19.9pp | 109.44%-87.3pp | 81.01%-58.8pp |
| Employer contribution / active EE | $3,454 | $2,594+33.1% | $3,653-5.5% | $2,440+41.6% |
| Participant deferral / active EE | $3,207 | $3,128+2.5% | $4,238-24.3% | $3,608-11.1% |
| Admin fee / account holder | $354 | $4,251-91.7% | $5,795-93.9% | $5,124-93.1% |