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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 | $22,534 | $93,598-75.9% | $135,974-83.4% | $75,173-70.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 24.85% | 30.89%-6.0pp | 68.30%-43.5pp | 160.72%-135.9pp |
| Employer contribution / active EE | $4,407 | $3,538+24.6% | $4,859-9.3% | $2,671+65.0% |
| Participant deferral / active EE | $9,412 | $6,405+46.9% | $7,760+21.3% | $4,126+128.1% |
| Admin fee / account holder | $2,060 | $6,978-70.5% | $10,767-80.9% | $5,651-63.5% |