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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 | $29,091 | $94,439-69.2% | $73,658-60.5% | $154,746-81.2% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 17.82% | 28.25%-10.4pp | 29.72%-11.9pp | 172.34%-154.5pp |
| Employer contribution / active EE | $820 | $1,257-34.8% | $1,032-20.5% | $4,379-81.3% |
| Participant deferral / active EE | $1,025 | $2,527-59.4% | $2,062-50.3% | $6,730-84.8% |
| Admin fee / account holder | $3,428 | $3,843-10.8% | $3,357+2.1% | $14,365-76.1% |