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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 | $11,253 | $77,920-85.6% | $149,723-92.5% | $75,177-85.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.95% | 31.72%-15.8pp | 134.50%-118.6pp | 160.75%-144.8pp |
| Employer contribution / active EE | $2,500 | $3,138-20.3% | $4,821-48.1% | $2,671-6.4% |
| Participant deferral / active EE | $3,365 | $3,411-1.4% | $5,682-40.8% | $4,126-18.5% |
| Admin fee / account holder | $2,192 | $5,951-63.2% | $13,215-83.4% | $5,651-61.2% |