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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 | $81,358-73.4% | $155,556-86.1% | $80,959-73.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.62% | 33.39%-20.8pp | 64.84%-52.2pp | 35.67%-23.1pp |
| Employer contribution / active EE | $1,282 | $3,106-58.7% | $4,675-72.6% | $2,757-53.5% |
| Participant deferral / active EE | $4,289 | $3,455+24.1% | $5,631-23.8% | $4,300-0.3% |
| Admin fee / account holder | $3,901 | $7,994-51.2% | $15,885-75.4% | $6,925-43.7% |