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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 | $15,225 | $45,050-66.2% | $63,018-75.8% | $70,126-78.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.72% | 18.76%-4.0pp | 87.62%-72.9pp | 73.15%-58.4pp |
| Employer contribution / active EE | $930 | $2,052-54.7% | $2,761-66.3% | $2,343-60.3% |
| Participant deferral / active EE | $1,050 | $2,466-57.4% | $3,330-68.5% | $3,332-68.5% |
| Admin fee / account holder | $871 | $2,834-69.2% | $3,601-75.8% | $4,645-81.2% |