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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 | $19,171 | $94,439-79.7% | $73,658-74.0% | $154,746-87.6% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 19.22% | 28.25%-9.0pp | 29.72%-10.5pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,716 | $1,257+36.5% | $1,032+66.3% | $4,379-60.8% |
| Participant deferral / active EE | $6,183 | $2,527+144.7% | $2,062+199.9% | $6,730-8.1% |
| Admin fee / account holder | $826 | $3,843-78.5% | $3,357-75.4% | $14,365-94.3% |