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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 | $16,428 | $76,407-78.5% | $150,298-89.1% | $82,448-80.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 17.97% | 39.99%-22.0pp | 62.79%-44.8pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,728 | $2,614-33.9% | $4,154-58.4% | $2,551-32.3% |
| Participant deferral / active EE | $3,695 | $3,214+14.9% | $5,453-32.2% | $4,139-10.7% |
| Admin fee / account holder | $995 | $6,352-84.3% | $14,116-93.0% | $7,234-86.2% |