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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 | $24,355 | $54,763-55.5% | $90,324-73.0% | $72,976-66.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 23.79% | 30.63%-6.8pp | 78.15%-54.4pp | 81.02%-57.2pp |
| Employer contribution / active EE | $2,247 | $2,093+7.3% | $2,856-21.3% | $2,440-7.9% |
| Participant deferral / active EE | $4,350 | $2,887+50.7% | $3,885+12.0% | $3,608+20.6% |
| Admin fee / account holder | $401 | $3,973-89.9% | $5,356-92.5% | $5,124-92.2% |