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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 | $15,158 | $76,407-80.2% | $150,298-89.9% | $82,448-81.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 18.77% | 39.99%-21.2pp | 62.79%-44.0pp | 41.64%-22.9pp |
| Employer contribution / active EE | $356 | $2,614-86.4% | $4,154-91.4% | $2,551-86.0% |
| Participant deferral / active EE | $847 | $3,214-73.7% | $5,453-84.5% | $4,139-79.5% |
| Admin fee / account holder | $576 | $6,352-90.9% | $14,116-95.9% | $7,234-92.0% |