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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 | $24,000 | $58,099-58.7% | $76,902-68.8% | $75,177-68.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 13.83% | 26.71%-12.9pp | 37.91%-24.1pp | 160.75%-146.9pp |
| Employer contribution / active EE | $2,265 | $1,996+13.5% | $2,534-10.6% | $2,671-15.2% |
| Participant deferral / active EE | $3,122 | $2,999+4.1% | $3,833-18.6% | $4,126-24.3% |
| Admin fee / account holder | $1,862 | $4,778-61.0% | $5,479-66.0% | $5,651-67.0% |