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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 | $12,114 | $81,233-85.1% | $155,567-92.2% | $80,874-85.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 28.74% | 33.33%-4.6pp | 64.74%-36.0pp | 35.62%-6.9pp |
| Employer contribution / active EE | $2,192 | $3,101-29.3% | $4,674-53.1% | $2,756-20.4% |
| Participant deferral / active EE | $5,498 | $3,452+59.2% | $5,628-2.3% | $4,297+27.9% |
| Admin fee / account holder | $691 | $7,998-91.4% | $15,916-95.7% | $6,935-90.0% |