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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 | $14,579 | $55,713-73.8% | $75,901-80.8% | $72,975-80.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 17.05% | 27.60%-10.5pp | 30.76%-13.7pp | 81.01%-64.0pp |
| Employer contribution / active EE | $1,298 | $1,687-23.1% | $2,501-48.1% | $2,440-46.8% |
| Participant deferral / active EE | $3,366 | $2,634+27.8% | $3,603-6.6% | $3,608-6.7% |
| Admin fee / account holder | $1,305 | $3,980-67.2% | $5,420-75.9% | $5,124-74.5% |