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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 | $21,035 | $81,331-74.1% | $155,534-86.5% | $80,935-74.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.84% | 33.37%-18.5pp | 64.92%-50.1pp | 35.66%-20.8pp |
| Employer contribution / active EE | $2,050 | $3,105-34.0% | $4,675-56.1% | $2,757-25.6% |
| Participant deferral / active EE | $4,964 | $3,454+43.7% | $5,630-11.8% | $4,299+15.5% |
| Admin fee / account holder | $676 | $7,999-91.6% | $15,900-95.8% | $6,924-90.2% |