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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 | $10,288 | $57,119-82.0% | $85,187-87.9% | $80,935-87.3% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 18.84% | 21.70%-2.9pp | 66.67%-47.8pp | 35.66%-16.8pp |
| Employer contribution / active EE | $794 | $1,802-55.9% | $2,732-70.9% | $2,757-71.2% |
| Participant deferral / active EE | $1,164 | $3,115-62.6% | $4,525-74.3% | $4,299-72.9% |
| Admin fee / account holder | $2,074 | $4,990-58.4% | $6,162-66.3% | $6,924-70.1% |