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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 | $28,257 | $71,230-60.3% | $93,727-69.9% | $80,959-65.1% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 13.80% | 11.26%+2.5pp | 133.83%-120.0pp | 35.67%-21.9pp |
| Employer contribution / active EE | $1,354 | $1,565-13.5% | $2,421-44.1% | $2,757-50.9% |
| Participant deferral / active EE | $4,954 | $4,037+22.7% | $4,417+12.2% | $4,300+15.2% |
| Admin fee / account holder | $383 | $6,961-94.5% | $8,292-95.4% | $6,925-94.5% |