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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 | $15,566 | $81,262-80.8% | $155,602-90.0% | $80,911-80.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.34% | 33.34%-22.0pp | 64.81%-53.5pp | 35.63%-24.3pp |
| Employer contribution / active EE | $878 | $3,102-71.7% | $4,675-81.2% | $2,756-68.1% |
| Participant deferral / active EE | $1,350 | $3,451-60.9% | $5,629-76.0% | $4,297-68.6% |
| Admin fee / account holder | $771 | $7,992-90.4% | $15,923-95.2% | $6,935-88.9% |