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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 | $26,501 | $77,638-65.9% | $156,551-83.1% | $62,881-57.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.20% | 50.33%-41.1pp | 32.23%-23.0pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,566 | $3,444-54.5% | $5,501-71.5% | $2,281-31.3% |
| Participant deferral / active EE | $2,312 | $3,046-24.1% | $4,871-52.5% | $3,203-27.8% |
| Admin fee / account holder | $963 | $5,561-82.7% | $13,028-92.6% | $4,296-77.6% |