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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 | $26,462 | $81,233-67.4% | $155,567-83.0% | $80,874-67.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.74% | 33.33%-22.6pp | 64.74%-54.0pp | 35.62%-24.9pp |
| Employer contribution / active EE | $1,661 | $3,101-46.4% | $4,674-64.5% | $2,756-39.7% |
| Participant deferral / active EE | $6,269 | $3,452+81.6% | $5,628+11.4% | $4,297+45.9% |
| Admin fee / account holder | $545 | $7,998-93.2% | $15,916-96.6% | $6,935-92.1% |