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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 | $20,840 | $77,901-73.2% | $149,717-86.1% | $75,181-72.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 28.42% | 31.73%-3.3pp | 134.41%-106.0pp | 160.69%-132.3pp |
| Employer contribution / active EE | $2,631 | $3,137-16.1% | $4,820-45.4% | $2,671-1.5% |
| Participant deferral / active EE | $11,115 | $3,411+225.9% | $5,682+95.6% | $4,126+169.4% |
| Admin fee / account holder | $1,754 | $5,949-70.5% | $13,213-86.7% | $5,650-69.0% |