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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 | $17,664 | $35,183-49.8% | $73,550-76.0% | $70,126-74.8% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 12.93% | 26.90%-14.0pp | -15.16%+28.1pp | 73.15%-60.2pp |
| Employer contribution / active EE | $1,639 | $709+131.3% | $1,219+34.5% | $2,343-30.0% |
| Participant deferral / active EE | $3,173 | $1,220+160.1% | $1,804+75.9% | $3,332-4.8% |
| Admin fee / account holder | $2,885 | $2,302+25.3% | $2,320+24.4% | $4,645-37.9% |