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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 | $10,735 | $73,863-85.5% | $143,797-92.5% | $68,490-84.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 27.53% | 0.91%+26.6pp | -0.04%+27.6pp | -7.85%+35.4pp |
| Employer contribution / active EE | $3,415 | $3,185+7.2% | $4,952-31.1% | $2,597+31.5% |
| Participant deferral / active EE | $2,507 | $3,385-25.9% | $5,638-55.5% | $4,028-37.7% |
| Admin fee / account holder | $318 | $5,756-94.5% | $14,679-97.8% | $5,403-94.1% |