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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 | $18,802 | $48,078-60.9% | $78,676-76.1% | $62,881-70.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 9.14% | 31.36%-22.2pp | 62.19%-53.1pp | 20.14%-11.0pp |
| Employer contribution / active EE | $733 | $2,015-63.6% | $2,850-74.3% | $2,281-67.8% |
| Participant deferral / active EE | $2,841 | $2,587+9.8% | $3,517-19.2% | $3,203-11.3% |
| Admin fee / account holder | $1,543 | $3,206-51.9% | $4,510-65.8% | $4,296-64.1% |