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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 | $22,404 | $81,262-72.4% | $155,602-85.6% | $80,911-72.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.14% | 33.34%-21.2pp | 64.81%-52.7pp | 35.63%-23.5pp |
| Employer contribution / active EE | $2,789 | $3,102-10.1% | $4,675-40.3% | $2,756+1.2% |
| Participant deferral / active EE | $3,354 | $3,451-2.8% | $5,629-40.4% | $4,297-22.0% |
| Admin fee / account holder | $2,367 | $7,992-70.4% | $15,923-85.1% | $6,935-65.9% |