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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 | $26,250 | $78,013-66.4% | $178,449-85.3% | $80,911-67.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 22.66% | 18.07%+4.6pp | 27.09%-4.4pp | 35.63%-13.0pp |
| Employer contribution / active EE | $4,145 | $2,287+81.3% | $3,951+4.9% | $2,756+50.4% |
| Participant deferral / active EE | $5,621 | $4,408+27.5% | $6,277-10.4% | $4,297+30.8% |
| Admin fee / account holder | $841 | $7,166-88.3% | $10,362-91.9% | $6,935-87.9% |