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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 | $16,052 | $94,439-83.0% | $73,658-78.2% | $154,746-89.6% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 8.23% | 28.25%-20.0pp | 29.72%-21.5pp | 172.34%-164.1pp |
| Employer contribution / active EE | $1,114 | $1,257-11.4% | $1,032+7.9% | $4,379-74.6% |
| Participant deferral / active EE | $1,545 | $2,527-38.9% | $2,062-25.1% | $6,730-77.0% |
| Admin fee / account holder | $71,466 | $3,843+1759.7% | $3,357+2029.1% | $14,365+397.5% |