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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 | $9,579 | $37,436-74.4% | $77,513-87.6% | $79,858-88.0% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 18.97% | 39.75%-20.8pp | 54.81%-35.8pp | 31.72%-12.8pp |
| Employer contribution / active EE | $2,616 | $637+310.6% | $987+165.1% | $2,471+5.9% |
| Participant deferral / active EE | $2,103 | $1,261+66.8% | $1,861+13.0% | $3,740-43.8% |
| Admin fee / account holder | $427 | $2,505-83.0% | $2,859-85.1% | $5,306-91.9% |