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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 | $12,509 | $37,446-66.6% | $77,552-83.9% | $79,856-84.3% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 10.58% | 39.76%-29.2pp | 54.82%-44.2pp | 31.71%-21.1pp |
| Employer contribution / active EE | $1,101 | $637+72.8% | $987+11.6% | $2,471-55.4% |
| Participant deferral / active EE | $2,493 | $1,261+97.8% | $1,861+34.0% | $3,741-33.3% |
| Admin fee / account holder | $1,039 | $2,506-58.5% | $2,859-63.6% | $5,306-80.4% |