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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 | $21,637 | $81,233-73.4% | $155,567-86.1% | $80,874-73.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.62% | 33.33%-20.7pp | 64.74%-52.1pp | 35.62%-23.0pp |
| Employer contribution / active EE | $1,282 | $3,101-58.7% | $4,674-72.6% | $2,756-53.5% |
| Participant deferral / active EE | $4,289 | $3,452+24.2% | $5,628-23.8% | $4,297-0.2% |
| Admin fee / account holder | $3,901 | $7,998-51.2% | $15,916-75.5% | $6,935-43.8% |