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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 | $24,960 | $73,988-66.3% | $96,538-74.1% | $75,177-66.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 23.76% | 26.73%-3.0pp | 35.74%-12.0pp | 160.75%-137.0pp |
| Employer contribution / active EE | $2,033 | $2,930-30.6% | $3,740-45.6% | $2,671-23.9% |
| Participant deferral / active EE | $5,493 | $3,660+50.1% | $4,880+12.6% | $4,126+33.1% |
| Admin fee / account holder | $604 | $5,220-88.4% | $6,737-91.0% | $5,651-89.3% |