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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 | $22,661 | $81,262-72.1% | $155,602-85.4% | $80,911-72.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.54% | 33.34%-19.8pp | 64.81%-51.3pp | 35.63%-22.1pp |
| Employer contribution / active EE | $2,415 | $3,102-22.1% | $4,675-48.3% | $2,756-12.4% |
| Participant deferral / active EE | $1,479 | $3,451-57.1% | $5,629-73.7% | $4,297-65.6% |
| Admin fee / account holder | $2,692 | $7,992-66.3% | $15,923-83.1% | $6,935-61.2% |