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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 | $16,937 | $81,262-79.2% | $155,602-89.1% | $80,911-79.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.94% | 33.34%-16.4pp | 64.81%-47.9pp | 35.63%-18.7pp |
| Employer contribution / active EE | $2,156 | $3,102-30.5% | $4,675-53.9% | $2,756-21.8% |
| Participant deferral / active EE | $5,150 | $3,451+49.2% | $5,629-8.5% | $4,297+19.8% |
| Admin fee / account holder | $1,198 | $7,992-85.0% | $15,923-92.5% | $6,935-82.7% |