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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 | $17,725 | $37,436-52.7% | $77,513-77.1% | $79,858-77.8% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 12.37% | 39.75%-27.4pp | 54.81%-42.4pp | 31.72%-19.3pp |
| Employer contribution / active EE | $856 | $637+34.4% | $987-13.2% | $2,471-65.3% |
| Participant deferral / active EE | $2,158 | $1,261+71.2% | $1,861+16.0% | $3,740-42.3% |
| Admin fee / account holder | $1,209 | $2,505-51.8% | $2,859-57.7% | $5,306-77.2% |