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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 | $16,123 | $48,078-66.5% | $78,676-79.5% | $62,881-74.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.03% | 31.36%-24.3pp | 62.19%-55.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $955 | $2,015-52.6% | $2,850-66.5% | $2,281-58.2% |
| Participant deferral / active EE | $2,089 | $2,587-19.2% | $3,517-40.6% | $3,203-34.8% |
| Admin fee / account holder | $2,633 | $3,206-17.9% | $4,510-41.6% | $4,296-38.7% |