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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 | $16,992 | $63,082-73.1% | $81,716-79.2% | $79,852-78.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 15.02% | 22.66%-7.6pp | 29.49%-14.5pp | 31.72%-16.7pp |
| Employer contribution / active EE | $2,997 | $1,795+66.9% | $4,310-30.5% | $2,471+21.3% |
| Participant deferral / active EE | $4,410 | $2,780+58.6% | $7,108-38.0% | $3,740+17.9% |
| Admin fee / account holder | $2,514 | $4,428-43.2% | $5,159-51.3% | $5,306-52.6% |