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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 | $15,508 | $53,128-70.8% | $86,582-82.1% | $70,126-77.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.15% | 27.66%-11.5pp | 965.08%-948.9pp | 73.15%-57.0pp |
| Employer contribution / active EE | $553 | $2,068-73.3% | $2,839-80.5% | $2,343-76.4% |
| Participant deferral / active EE | $2,281 | $2,695-15.4% | $3,609-36.8% | $3,332-31.5% |
| Admin fee / account holder | $5,894 | $3,584+64.5% | $4,904+20.2% | $4,645+26.9% |