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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 | $77,814-85.4% | $158,223-92.8% | $86,983-87.0% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 13.42% | 30.54%-17.1pp | 52.09%-38.7pp | 25.83%-12.4pp |
| Employer contribution / active EE | $486 | $2,592-81.3% | $4,109-88.2% | $2,584-81.2% |
| Participant deferral / active EE | $2,060 | $3,270-37.0% | $5,467-62.3% | $4,194-50.9% |
| Admin fee / account holder | $3,363 | $5,879-42.8% | $16,047-79.0% | $7,856-57.2% |