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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 | $15,564 | $81,262-80.8% | $155,602-90.0% | $80,911-80.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.04% | 33.34%-17.3pp | 64.81%-48.8pp | 35.63%-19.6pp |
| Employer contribution / active EE | $2,431 | $3,102-21.6% | $4,675-48.0% | $2,756-11.8% |
| Participant deferral / active EE | $4,288 | $3,451+24.2% | $5,629-23.8% | $4,297-0.2% |
| Admin fee / account holder | $1,056 | $7,992-86.8% | $15,923-93.4% | $6,935-84.8% |