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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 | $17,990 | $72,027-75.0% | $185,835-90.3% | $79,852-77.5% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 30.91% | 23.13%+7.8pp | 35.96%-5.1pp | 31.72%-0.8pp |
| Employer contribution / active EE | $1,632 | $1,965-17.0% | $4,087-60.1% | $2,471-34.0% |
| Participant deferral / active EE | $5,493 | $3,780+45.3% | $5,633-2.5% | $3,740+46.9% |
| Admin fee / account holder | $956 | $4,513-78.8% | $9,502-89.9% | $5,306-82.0% |