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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 | $20,678 | $76,407-72.9% | $150,298-86.2% | $82,448-74.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 21.64% | 39.99%-18.4pp | 62.79%-41.1pp | 41.64%-20.0pp |
| Employer contribution / active EE | $2,285 | $2,614-12.6% | $4,154-45.0% | $2,551-10.4% |
| Participant deferral / active EE | $5,909 | $3,214+83.8% | $5,453+8.4% | $4,139+42.8% |
| Admin fee / account holder | $1,793 | $6,352-71.8% | $14,116-87.3% | $7,234-75.2% |