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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 | $14,337 | $64,920-77.9% | $103,693-86.2% | $86,983-83.5% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 17.94% | 30.29%-12.3pp | 47.61%-29.7pp | 25.83%-7.9pp |
| Employer contribution / active EE | $833 | $2,141-61.1% | $2,920-71.5% | $2,584-67.8% |
| Participant deferral / active EE | $1,233 | $3,241-61.9% | $4,579-73.1% | $4,194-70.6% |
| Admin fee / account holder | $549 | $6,191-91.1% | $7,858-93.0% | $7,856-93.0% |