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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 | $14,154 | $87,166-83.8% | $76,735-81.6% | $137,256-89.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 17.05% | 26.50%-9.4pp | 29.77%-12.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,552 | $2,904-46.6% | $2,454-36.8% | $4,156-62.7% |
| Participant deferral / active EE | $1,669 | $4,726-64.7% | $4,088-59.2% | $6,407-74.0% |
| Admin fee / account holder | $550 | $8,403-93.5% | $7,189-92.4% | $12,270-95.5% |