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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 | $20,541 | $81,358-74.8% | $155,556-86.8% | $80,959-74.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.96% | 33.39%-20.4pp | 64.84%-51.9pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,155 | $3,106-62.8% | $4,675-75.3% | $2,757-58.1% |
| Participant deferral / active EE | $1,743 | $3,455-49.5% | $5,631-69.0% | $4,300-59.5% |
| Admin fee / account holder | $8,508 | $7,994+6.4% | $15,885-46.4% | $6,925+22.9% |