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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 | $27,720 | $77,472-64.2% | $100,415-72.4% | $80,959-65.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 29.96% | 37.26%-7.3pp | 49.47%-19.5pp | 35.67%-5.7pp |
| Employer contribution / active EE | $2,444 | $2,800-12.7% | $3,943-38.0% | $2,757-11.4% |
| Participant deferral / active EE | $16,227 | $6,818+138.0% | $8,091+100.6% | $4,300+277.3% |
| Admin fee / account holder | $8,284 | $5,885+40.8% | $7,906+4.8% | $6,925+19.6% |