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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 | $14,140 | $60,442-76.6% | $96,754-85.4% | $87,485-83.8% |
| Participation rate | 100.0% | 58.7%+41.3pp | 70.3%+29.7pp | 68.9%+31.1pp |
| Annual return | 19.28% | 21.97%-2.7pp | 82.04%-62.8pp | 26.06%-6.8pp |
| Employer contribution / active EE | $2,090 | $1,691+23.6% | $2,679-22.0% | $2,596-19.5% |
| Participant deferral / active EE | $3,406 | $3,280+3.8% | $4,758-28.4% | $4,274-20.3% |
| Admin fee / account holder | $7,706 | $5,069+52.0% | $8,905-13.5% | $7,775-0.9% |