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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 | $75,541-78.3% | $152,093-89.2% | $82,637-80.1% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 17.97% | 32.56%-14.6pp | 66.36%-48.4pp | 53.51%-35.5pp |
| Employer contribution / active EE | $1,728 | $2,622-34.1% | $4,175-58.6% | $2,552-32.3% |
| Participant deferral / active EE | $3,695 | $3,206+15.3% | $5,451-32.2% | $4,126-10.5% |
| Admin fee / account holder | $995 | $6,405-84.5% | $14,497-93.1% | $7,339-86.4% |