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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 | $81,262-78.6% | $155,602-88.8% | $80,911-78.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.33% | 33.34%-21.0pp | 64.81%-52.5pp | 35.63%-23.3pp |
| Employer contribution / active EE | $2,753 | $3,102-11.2% | $4,675-41.1% | $2,756-0.1% |
| Participant deferral / active EE | $2,395 | $3,451-30.6% | $5,629-57.4% | $4,297-44.3% |
| Admin fee / account holder | $2,313 | $7,992-71.1% | $15,923-85.5% | $6,935-66.6% |