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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 | $29,937 | $90,400-66.9% | $186,193-83.9% | $87,485-65.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.1%+22.9pp | 68.9%+31.1pp |
| Annual return | 18.80% | 22.15%-3.4pp | 78.03%-59.2pp | 26.06%-7.3pp |
| Employer contribution / active EE | $2,178 | $2,170+0.3% | $3,918-44.4% | $2,596-16.1% |
| Participant deferral / active EE | $4,836 | $4,330+11.7% | $6,513-25.8% | $4,274+13.2% |
| Admin fee / account holder | $441 | $8,673-94.9% | $11,058-96.0% | $7,775-94.3% |