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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 | $76,407+13.3% | $150,298-42.4% | $82,448+5.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.79% | 39.99%-23.2pp | 62.79%-46.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,480 | $2,614-43.4% | $4,154-64.4% | $2,551-42.0% |
| Participant deferral / active EE | $2,503 | $3,214-22.1% | $5,453-54.1% | $4,139-39.5% |
| Admin fee / account holder | $700 | $6,352-89.0% | $14,116-95.0% | $7,234-90.3% |