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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 | $16,531 | $64,920-74.5% | $103,693-84.1% | $86,983-81.0% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 20.65% | 30.29%-9.6pp | 47.61%-27.0pp | 25.83%-5.2pp |
| Employer contribution / active EE | $2,542 | $2,141+18.7% | $2,920-13.0% | $2,584-1.6% |
| Participant deferral / active EE | $4,487 | $3,241+38.5% | $4,579-2.0% | $4,194+7.0% |
| Admin fee / account holder | $786 | $6,191-87.3% | $7,858-90.0% | $7,856-90.0% |