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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 | $13,163 | $45,872-71.3% | $77,081-82.9% | $68,495-80.8% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | 24.47% | 1.73%+22.7pp | 42.33%-17.9pp | -7.84%+32.3pp |
| Employer contribution / active EE | $2,841 | $1,650+72.2% | $2,813+1.0% | $2,596+9.4% |
| Participant deferral / active EE | $3,521 | $2,963+18.8% | $4,428-20.5% | $4,028-12.6% |
| Admin fee / account holder | $882 | $3,041-71.0% | $5,427-83.7% | $5,403-83.7% |