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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 | $81,331-72.5% | $155,534-85.6% | $80,935-72.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.14% | 33.37%-21.2pp | 64.92%-52.8pp | 35.66%-23.5pp |
| Employer contribution / active EE | $2,789 | $3,105-10.2% | $4,675-40.3% | $2,757+1.2% |
| Participant deferral / active EE | $3,354 | $3,454-2.9% | $5,630-40.4% | $4,299-22.0% |
| Admin fee / account holder | $2,367 | $7,999-70.4% | $15,900-85.1% | $6,924-65.8% |