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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 | $6,118 | $88,996-93.1% | $78,004-92.2% | $138,895-95.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 16.52% | 28.03%-11.5pp | 31.07%-14.5pp | 145.39%-128.9pp |
| Employer contribution / active EE | $992 | $2,917-66.0% | $2,469-59.8% | $4,194-76.3% |
| Participant deferral / active EE | $2,243 | $4,724-52.5% | $4,092-45.2% | $6,396-64.9% |
| Admin fee / account holder | $3,153 | $8,807-64.2% | $7,578-58.4% | $12,562-74.9% |