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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 | $20,407 | $65,712-68.9% | $57,196-64.3% | $273,972-92.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 1.15% | 22.01%-20.9pp | 14.59%-13.4pp | 41.46%-40.3pp |
| Employer contribution / active EE | $1,550 | $3,280-52.7% | $2,683-42.2% | $4,869-68.2% |
| Participant deferral / active EE | $1,550 | $3,782-59.0% | $3,096-49.9% | $5,287-70.7% |
| Admin fee / account holder | $11,416 | $4,838+136.0% | $3,141+263.5% | $10,133+12.7% |