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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 | $22,285 | $71,208-68.7% | $93,681-76.2% | $80,911-72.5% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 11.15% | 11.27%-0.1pp | 133.47%-122.3pp | 35.63%-24.5pp |
| Employer contribution / active EE | $498 | $1,564-68.2% | $2,422-79.4% | $2,756-81.9% |
| Participant deferral / active EE | $1,364 | $4,035-66.2% | $4,415-69.1% | $4,297-68.3% |
| Admin fee / account holder | $5,054 | $6,951-27.3% | $8,290-39.0% | $6,935-27.1% |