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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 | $22,673 | $71,215-68.2% | $93,696-75.8% | $80,935-72.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 15.12% | 11.27%+3.8pp | 133.74%-118.6pp | 35.66%-20.5pp |
| Employer contribution / active EE | $586 | $1,565-62.6% | $2,422-75.8% | $2,757-78.7% |
| Participant deferral / active EE | $3,276 | $4,037-18.8% | $4,417-25.8% | $4,299-23.8% |
| Admin fee / account holder | $859 | $6,958-87.7% | $8,287-89.6% | $6,924-87.6% |