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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 | $81,358-80.9% | $155,556-90.0% | $80,959-80.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.04% | 33.39%-17.3pp | 64.84%-48.8pp | 35.67%-19.6pp |
| Employer contribution / active EE | $2,431 | $3,106-21.7% | $4,675-48.0% | $2,757-11.8% |
| Participant deferral / active EE | $4,288 | $3,455+24.1% | $5,631-23.9% | $4,300-0.3% |
| Admin fee / account holder | $1,056 | $7,994-86.8% | $15,885-93.4% | $6,925-84.7% |