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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 | $28,063 | $90,400-69.0% | $186,193-84.9% | $87,485-67.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.1%+22.9pp | 68.9%+31.1pp |
| Annual return | 13.86% | 22.15%-8.3pp | 78.03%-64.2pp | 26.06%-12.2pp |
| Employer contribution / active EE | $1,696 | $2,170-21.9% | $3,918-56.7% | $2,596-34.7% |
| Participant deferral / active EE | $3,446 | $4,330-20.4% | $6,513-47.1% | $4,274-19.4% |
| Admin fee / account holder | $454 | $8,673-94.8% | $11,058-95.9% | $7,775-94.2% |