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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 | $19,906 | $81,276-75.5% | $155,574-87.2% | $80,925-75.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.02% | 33.36%-19.3pp | 64.87%-50.8pp | 35.65%-21.6pp |
| Employer contribution / active EE | $831 | $3,103-73.2% | $4,676-82.2% | $2,756-69.9% |
| Participant deferral / active EE | $5,770 | $3,453+67.1% | $5,629+2.5% | $4,299+34.2% |
| Admin fee / account holder | $1,169 | $7,993-85.4% | $15,914-92.7% | $6,940-83.2% |