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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 | $14,561 | $81,276-82.1% | $155,574-90.6% | $80,925-82.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.57% | 33.36%-20.8pp | 64.87%-52.3pp | 35.65%-23.1pp |
| Employer contribution / active EE | $2,576 | $3,103-17.0% | $4,676-44.9% | $2,756-6.6% |
| Participant deferral / active EE | $3,692 | $3,453+6.9% | $5,629-34.4% | $4,299-14.1% |
| Admin fee / account holder | $677 | $7,993-91.5% | $15,914-95.7% | $6,940-90.2% |