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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 | $26,496 | $52,911-49.9% | $73,309-63.9% | $59,633-55.6% |
| Participation rate | 90.5% | 68.2%+22.3pp | 74.9%+15.6pp | 68.7%+21.8pp |
| Annual return | 15.40% | 12.20%+3.2pp | 5.67%+9.7pp | 2041.45%-2026.1pp |
| Employer contribution / active EE | $2,766 | $1,909+44.9% | $3,237-14.5% | $2,203+25.6% |
| Participant deferral / active EE | $0 | $4,069-100.0% | $4,991-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,112 | $3,835-44.9% | $5,635-62.5% | $4,297-50.8% |