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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 | $12,981 | $54,757-76.3% | $90,304-85.6% | $72,975-82.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.57% | 30.63%-10.1pp | 78.13%-57.6pp | 81.01%-60.4pp |
| Employer contribution / active EE | $3,373 | $2,093+61.1% | $2,855+18.1% | $2,440+38.2% |
| Participant deferral / active EE | $2,026 | $2,887-29.8% | $3,885-47.8% | $3,608-43.8% |
| Admin fee / account holder | $385 | $3,973-90.3% | $5,354-92.8% | $5,124-92.5% |