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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 | $16,770 | $81,358-79.4% | $155,556-89.2% | $80,959-79.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.87% | 33.39%-19.5pp | 64.84%-51.0pp | 35.67%-21.8pp |
| Employer contribution / active EE | $1,814 | $3,106-41.6% | $4,675-61.2% | $2,757-34.2% |
| Participant deferral / active EE | $3,916 | $3,455+13.3% | $5,631-30.5% | $4,300-8.9% |
| Admin fee / account holder | $413 | $7,994-94.8% | $15,885-97.4% | $6,925-94.0% |