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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 | $23,049 | $86,050-73.2% | $189,758-87.9% | $94,015-75.5% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 10.86% | 17.77%-6.9pp | 52.62%-41.8pp | 17.84%-7.0pp |
| Employer contribution / active EE | $990 | $2,819-64.9% | $4,767-79.2% | $2,790-64.5% |
| Participant deferral / active EE | $1,510 | $3,349-54.9% | $5,856-74.2% | $4,249-64.5% |
| Admin fee / account holder | $763 | $6,627-88.5% | $20,388-96.3% | $8,951-91.5% |