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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 | $17,148 | $116,167-85.2% | $64,489-73.4% | $137,256-87.5% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 18.47% | 36.55%-18.1pp | 55.03%-36.6pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,718 | $2,483+9.5% | $1,523+78.4% | $4,156-34.6% |
| Participant deferral / active EE | $4,114 | $4,215-2.4% | $2,778+48.1% | $6,407-35.8% |
| Admin fee / account holder | $4,598 | $6,188-25.7% | $4,260+7.9% | $12,270-62.5% |