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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 | $23,793 | $58,099-59.0% | $76,872-69.0% | $75,173-68.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 15.77% | 26.71%-10.9pp | 37.90%-22.1pp | 160.72%-144.9pp |
| Employer contribution / active EE | $1,319 | $1,996-33.9% | $2,533-47.9% | $2,671-50.6% |
| Participant deferral / active EE | $2,386 | $2,999-20.5% | $3,832-37.7% | $4,126-42.2% |
| Admin fee / account holder | $363 | $4,778-92.4% | $5,476-93.4% | $5,651-93.6% |