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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 | $33,168 | $81,276-59.2% | $155,574-78.7% | $80,925-59.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.21% | 33.36%-22.1pp | 64.87%-53.7pp | 35.65%-24.4pp |
| Employer contribution / active EE | $2,070 | $3,103-33.3% | $4,676-55.7% | $2,756-24.9% |
| Participant deferral / active EE | $3,841 | $3,453+11.2% | $5,629-31.8% | $4,299-10.7% |
| Admin fee / account holder | $696 | $7,993-91.3% | $15,914-95.6% | $6,940-90.0% |