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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 | $78,690-85.6% | $161,489-93.0% | $87,485-87.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 13.42% | 32.74%-19.3pp | 89.72%-76.3pp | 26.06%-12.6pp |
| Employer contribution / active EE | $486 | $2,588-81.2% | $4,268-88.6% | $2,596-81.3% |
| Participant deferral / active EE | $2,060 | $3,311-37.8% | $5,630-63.4% | $4,274-51.8% |
| Admin fee / account holder | $3,363 | $6,724-50.0% | $16,006-79.0% | $7,775-56.7% |