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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 | $24,400 | $73,787-66.9% | $98,716-75.3% | $82,448-70.4% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 13.64% | 18.57%-4.9pp | 31.81%-18.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $556 | $1,511-63.2% | $2,279-75.6% | $2,551-78.2% |
| Participant deferral / active EE | $2,174 | $3,081-29.5% | $4,048-46.3% | $4,139-47.5% |
| Admin fee / account holder | $3,807 | $6,500-41.4% | $8,703-56.3% | $7,234-47.4% |