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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 | $17,992 | $63,082-71.5% | $81,726-78.0% | $79,856-77.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 23.30% | 22.66%+0.6pp | 29.49%-6.2pp | 31.71%-8.4pp |
| Employer contribution / active EE | $1,539 | $1,795-14.3% | $4,311-64.3% | $2,471-37.7% |
| Participant deferral / active EE | $4,085 | $2,780+46.9% | $7,108-42.5% | $3,741+9.2% |
| Admin fee / account holder | $417 | $4,428-90.6% | $5,160-91.9% | $5,306-92.1% |