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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 | $86,533 | $75,541+14.6% | $152,093-43.1% | $82,637+4.7% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.79% | 32.56%-15.8pp | 66.36%-49.6pp | 53.51%-36.7pp |
| Employer contribution / active EE | $1,480 | $2,622-43.6% | $4,175-64.6% | $2,552-42.0% |
| Participant deferral / active EE | $2,503 | $3,206-21.9% | $5,451-54.1% | $4,126-39.3% |
| Admin fee / account holder | $700 | $6,405-89.1% | $14,497-95.2% | $7,339-90.5% |