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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 | $10,379 | $116,167-91.1% | $64,489-83.9% | $137,256-92.4% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 14.03% | 36.55%-22.5pp | 55.03%-41.0pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,781 | $2,483+12.0% | $1,523+82.6% | $4,156-33.1% |
| Participant deferral / active EE | $3,955 | $4,215-6.2% | $2,778+42.4% | $6,407-38.3% |
| Admin fee / account holder | $3,558 | $6,188-42.5% | $4,260-16.5% | $12,270-71.0% |