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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 | $10,951 | $51,222-78.6% | $70,544-84.5% | $75,173-85.4% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | 13.66% | 30.06%-16.4pp | 32.79%-19.1pp | 160.72%-147.1pp |
| Employer contribution / active EE | $1,202 | $1,827-34.2% | $2,976-59.6% | $2,671-55.0% |
| Participant deferral / active EE | $2,017 | $2,850-29.2% | $4,568-55.8% | $4,126-51.1% |
| Admin fee / account holder | $1,218 | $4,096-70.3% | $6,427-81.1% | $5,651-78.4% |