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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 | $23,528 | $77,814-69.8% | $158,223-85.1% | $86,983-73.0% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 14.75% | 30.54%-15.8pp | 52.09%-37.3pp | 25.83%-11.1pp |
| Employer contribution / active EE | $1,101 | $2,592-57.5% | $4,109-73.2% | $2,584-57.4% |
| Participant deferral / active EE | $3,304 | $3,270+1.1% | $5,467-39.6% | $4,194-21.2% |
| Admin fee / account holder | $5,848 | $5,879-0.5% | $16,047-63.6% | $7,856-25.6% |