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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 | $43,683 | $87,733-50.2% | $106,554-59.0% | $85,851-49.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 12.55% | 21.86%-9.3pp | 26.80%-14.3pp | 318.63%-306.1pp |
| Employer contribution / active EE | $1,835 | $2,073-11.5% | $2,819-34.9% | $2,565-28.5% |
| Participant deferral / active EE | $1,693 | $3,469-51.2% | $4,398-61.5% | $3,952-57.2% |
| Admin fee / account holder | $2,238 | $6,767-66.9% | $7,408-69.8% | $6,261-64.3% |