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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 | $27,207 | $57,140-52.4% | $85,240-68.1% | $80,959-66.4% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 16.76% | 21.71%-5.0pp | 66.75%-50.0pp | 35.67%-18.9pp |
| Employer contribution / active EE | $476 | $1,802-73.6% | $2,735-82.6% | $2,757-82.7% |
| Participant deferral / active EE | $1,413 | $3,115-54.6% | $4,527-68.8% | $4,300-67.1% |
| Admin fee / account holder | $2,905 | $4,992-41.8% | $6,165-52.9% | $6,925-58.1% |