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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 | $15,639 | $48,078-67.5% | $78,676-80.1% | $62,881-75.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 8.60% | 31.36%-22.8pp | 62.19%-53.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $704 | $2,015-65.0% | $2,850-75.3% | $2,281-69.1% |
| Participant deferral / active EE | $1,507 | $2,587-41.7% | $3,517-57.1% | $3,203-52.9% |
| Admin fee / account holder | $1,007 | $3,206-68.6% | $4,510-77.7% | $4,296-76.5% |