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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 | $81,262-70.9% | $155,602-84.8% | $80,911-70.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.97% | 33.34%-21.4pp | 64.81%-52.8pp | 35.63%-23.7pp |
| Employer contribution / active EE | $1,733 | $3,102-44.1% | $4,675-62.9% | $2,756-37.1% |
| Participant deferral / active EE | $3,434 | $3,451-0.5% | $5,629-39.0% | $4,297-20.1% |
| Admin fee / account holder | $2,763 | $7,992-65.4% | $15,923-82.6% | $6,935-60.2% |