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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 | $11,336 | $57,073-80.1% | $85,126-86.7% | $80,925-86.0% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 17.86% | 21.69%-3.8pp | 66.63%-48.8pp | 35.65%-17.8pp |
| Employer contribution / active EE | $3,136 | $1,801+74.2% | $2,731+14.8% | $2,756+13.8% |
| Participant deferral / active EE | $3,907 | $3,113+25.5% | $4,523-13.6% | $4,299-9.1% |
| Admin fee / account holder | $2,981 | $4,988-40.2% | $6,160-51.6% | $6,940-57.0% |