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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 | $13,423 | $77,920-82.8% | $149,723-91.0% | $75,177-82.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.67% | 31.72%-16.1pp | 134.50%-118.8pp | 160.75%-145.1pp |
| Employer contribution / active EE | $1,783 | $3,138-43.2% | $4,821-63.0% | $2,671-33.2% |
| Participant deferral / active EE | $3,713 | $3,411+8.8% | $5,682-34.7% | $4,126-10.0% |
| Admin fee / account holder | $1,953 | $5,951-67.2% | $13,215-85.2% | $5,651-65.4% |