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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 | $25,944 | $81,446-68.1% | $103,374-74.9% | $80,874-67.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.62% | 25.57%-12.9pp | 24.89%-12.3pp | 35.62%-23.0pp |
| Employer contribution / active EE | $2,166 | $3,107-30.3% | $3,869-44.0% | $2,756-21.4% |
| Participant deferral / active EE | $1,832 | $3,870-52.7% | $5,058-63.8% | $4,297-57.4% |
| Admin fee / account holder | $3,104 | $6,715-53.8% | $8,394-63.0% | $6,935-55.2% |