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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 | $27,952 | $58,311-52.1% | $81,882-65.9% | $80,959-65.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 12.89% | 41.85%-29.0pp | 779.47%-766.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $3,397 | $2,347+44.8% | $2,916+16.5% | $2,757+23.2% |
| Participant deferral / active EE | $2,749 | $3,287-16.4% | $4,323-36.4% | $4,300-36.1% |
| Admin fee / account holder | $1,406 | $4,752-70.4% | $7,360-80.9% | $6,925-79.7% |