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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 | $29,204 | $81,233-64.0% | $155,567-81.2% | $80,874-63.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.90% | 33.33%-21.4pp | 64.74%-52.8pp | 35.62%-23.7pp |
| Employer contribution / active EE | $1,649 | $3,101-46.8% | $4,674-64.7% | $2,756-40.1% |
| Participant deferral / active EE | $4,501 | $3,452+30.4% | $5,628-20.0% | $4,297+4.8% |
| Admin fee / account holder | $811 | $7,998-89.9% | $15,916-94.9% | $6,935-88.3% |