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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 | $11,326 | $75,541-85.0% | $152,093-92.6% | $82,637-86.3% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 13.42% | 32.56%-19.1pp | 66.36%-52.9pp | 53.51%-40.1pp |
| Employer contribution / active EE | $486 | $2,622-81.5% | $4,175-88.4% | $2,552-81.0% |
| Participant deferral / active EE | $2,060 | $3,206-35.7% | $5,451-62.2% | $4,126-50.1% |
| Admin fee / account holder | $3,363 | $6,405-47.5% | $14,497-76.8% | $7,339-54.2% |