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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 | $15,641 | $81,276-80.8% | $155,574-89.9% | $80,925-80.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.99% | 33.36%-21.4pp | 64.87%-52.9pp | 35.65%-23.7pp |
| Employer contribution / active EE | $1,471 | $3,103-52.6% | $4,676-68.5% | $2,756-46.6% |
| Participant deferral / active EE | $3,095 | $3,453-10.4% | $5,629-45.0% | $4,299-28.0% |
| Admin fee / account holder | $1,687 | $7,993-78.9% | $15,914-89.4% | $6,940-75.7% |