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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 | $23,621 | $81,331-71.0% | $155,534-84.8% | $80,935-70.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.97% | 33.37%-21.4pp | 64.92%-52.9pp | 35.66%-23.7pp |
| Employer contribution / active EE | $1,733 | $3,105-44.2% | $4,675-62.9% | $2,757-37.1% |
| Participant deferral / active EE | $3,434 | $3,454-0.6% | $5,630-39.0% | $4,299-20.1% |
| Admin fee / account holder | $2,763 | $7,999-65.5% | $15,900-82.6% | $6,924-60.1% |