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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 | $22,569 | $45,043-49.9% | $63,005-64.2% | $70,124-67.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.88% | 18.76%-5.9pp | 87.59%-74.7pp | 73.14%-60.3pp |
| Employer contribution / active EE | $1,317 | $2,052-35.8% | $2,760-52.3% | $2,342-43.8% |
| Participant deferral / active EE | $1,967 | $2,466-20.2% | $3,329-40.9% | $3,332-41.0% |
| Admin fee / account holder | $1,087 | $2,833-61.6% | $3,599-69.8% | $4,645-76.6% |