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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 | $81,476-68.2% | $102,383-74.7% | $80,925-67.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 12.62% | 25.59%-13.0pp | 24.94%-12.3pp | 35.65%-23.0pp |
| Employer contribution / active EE | $2,166 | $3,105-30.2% | $3,870-44.0% | $2,756-21.4% |
| Participant deferral / active EE | $1,832 | $3,871-52.7% | $5,060-63.8% | $4,299-57.4% |
| Admin fee / account holder | $3,104 | $6,717-53.8% | $8,391-63.0% | $6,940-55.3% |