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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 | $16,154 | $47,944-66.3% | $67,834-76.2% | $62,881-74.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 7.87% | 11.77%-3.9pp | 138.47%-130.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,702 | $1,562+73.0% | $2,403+12.4% | $2,281+18.5% |
| Participant deferral / active EE | $1,580 | $2,247-29.7% | $3,160-50.0% | $3,203-50.7% |
| Admin fee / account holder | $2,110 | $3,712-43.2% | $4,622-54.4% | $4,296-50.9% |