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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 | $11,330 | $48,337-76.6% | $67,560-83.2% | $80,959-86.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 14.76% | 18.26%-3.5pp | 3533.50%-3518.7pp | 35.67%-20.9pp |
| Employer contribution / active EE | $1,779 | $2,023-12.0% | $2,737-35.0% | $2,757-35.5% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $4,004-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,584 | $3,695-57.1% | $3,994-60.3% | $6,925-77.1% |