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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 | $19,062 | $63,082-69.8% | $81,726-76.7% | $79,856-76.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 10.92% | 22.66%-11.7pp | 29.49%-18.6pp | 31.71%-20.8pp |
| Employer contribution / active EE | $1,421 | $1,795-20.9% | $4,311-67.0% | $2,471-42.5% |
| Participant deferral / active EE | $1,322 | $2,780-52.5% | $7,108-81.4% | $3,741-64.7% |
| Admin fee / account holder | $3,603 | $4,428-18.6% | $5,160-30.2% | $5,306-32.1% |