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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 | $16,491 | $65,685-74.9% | $57,181-71.2% | $273,968-94.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 2.55% | 21.99%-19.4pp | 14.59%-12.0pp | 41.45%-38.9pp |
| Employer contribution / active EE | $1,386 | $3,279-57.7% | $2,682-48.3% | $4,869-71.5% |
| Participant deferral / active EE | $1,193 | $3,781-68.4% | $3,096-61.5% | $5,287-77.4% |
| Admin fee / account holder | $8,053 | $4,835+66.6% | $3,139+156.5% | $10,132-20.5% |