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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 | $20,009 | $71,230-71.9% | $93,727-78.7% | $80,959-75.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 10.71% | 11.26%-0.5pp | 133.83%-123.1pp | 35.67%-25.0pp |
| Employer contribution / active EE | $3,326 | $1,565+112.5% | $2,421+37.4% | $2,757+20.6% |
| Participant deferral / active EE | $1,747 | $4,037-56.7% | $4,417-60.5% | $4,300-59.4% |
| Admin fee / account holder | $3,932 | $6,961-43.5% | $8,292-52.6% | $6,925-43.2% |