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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 | $14,972 | $60,442-75.2% | $96,754-84.5% | $87,485-82.9% |
| Participation rate | 100.0% | 58.7%+41.3pp | 70.3%+29.7pp | 68.9%+31.1pp |
| Annual return | 31.74% | 21.97%+9.8pp | 82.04%-50.3pp | 26.06%+5.7pp |
| Employer contribution / active EE | $1,922 | $1,691+13.7% | $2,679-28.3% | $2,596-26.0% |
| Participant deferral / active EE | $3,640 | $3,280+11.0% | $4,758-23.5% | $4,274-14.8% |
| Admin fee / account holder | $3,392 | $5,069-33.1% | $8,905-61.9% | $7,775-56.4% |