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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 | $35,912 | $81,331-55.8% | $155,534-76.9% | $80,935-55.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.97% | 33.37%-22.4pp | 64.92%-54.0pp | 35.66%-24.7pp |
| Employer contribution / active EE | $1,103 | $3,105-64.5% | $4,675-76.4% | $2,757-60.0% |
| Participant deferral / active EE | $2,931 | $3,454-15.2% | $5,630-47.9% | $4,299-31.8% |
| Admin fee / account holder | $889 | $7,999-88.9% | $15,900-94.4% | $6,924-87.2% |