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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 | $17,398 | $81,331-78.6% | $155,534-88.8% | $80,935-78.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.33% | 33.37%-21.0pp | 64.92%-52.6pp | 35.66%-23.3pp |
| Employer contribution / active EE | $2,753 | $3,105-11.3% | $4,675-41.1% | $2,757-0.1% |
| Participant deferral / active EE | $2,395 | $3,454-30.7% | $5,630-57.5% | $4,299-44.3% |
| Admin fee / account holder | $2,313 | $7,999-71.1% | $15,900-85.5% | $6,924-66.6% |