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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 | $44,403 | $72,027-38.4% | $185,861-76.1% | $79,856-44.4% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 14.81% | 23.13%-8.3pp | 35.96%-21.2pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,206 | $1,965-38.6% | $4,088-70.5% | $2,471-51.2% |
| Participant deferral / active EE | $1,592 | $3,780-57.9% | $5,634-71.8% | $3,741-57.5% |
| Admin fee / account holder | $402 | $4,513-91.1% | $9,503-95.8% | $5,306-92.4% |