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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 | $15,501 | $54,757-71.7% | $90,304-82.8% | $72,975-78.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.80% | 30.63%-9.8pp | 78.13%-57.3pp | 81.01%-60.2pp |
| Employer contribution / active EE | $1,167 | $2,093-44.2% | $2,855-59.1% | $2,440-52.2% |
| Participant deferral / active EE | $1,843 | $2,887-36.2% | $3,885-52.6% | $3,608-48.9% |
| Admin fee / account holder | $1,142 | $3,973-71.2% | $5,354-78.7% | $5,124-77.7% |