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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 | $5,108 | $49,024-89.6% | $112,860-95.5% | $87,485-94.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 66.3%+33.7pp | 68.9%+31.1pp |
| Annual return | 17.81% | 43.86%-26.1pp | 35.26%-17.5pp | 26.06%-8.3pp |
| Employer contribution / active EE | $944 | $1,290-26.8% | $2,206-57.2% | $2,596-63.6% |
| Participant deferral / active EE | $785 | $2,209-64.5% | $3,493-77.5% | $4,274-81.6% |
| Admin fee / account holder | $353 | $6,266-94.4% | $6,841-94.8% | $7,775-95.5% |