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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 | $20,881 | $48,076-56.6% | $78,693-73.5% | $62,891-66.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 9.42% | 31.35%-21.9pp | 62.18%-52.8pp | 20.14%-10.7pp |
| Employer contribution / active EE | $574 | $2,015-71.5% | $2,850-79.9% | $2,281-74.8% |
| Participant deferral / active EE | $3,824 | $2,588+47.8% | $3,517+8.7% | $3,203+19.4% |
| Admin fee / account holder | $433 | $3,207-86.5% | $4,511-90.4% | $4,296-89.9% |