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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 | $15,473 | $81,276-81.0% | $155,574-90.1% | $80,925-80.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 22.03% | 33.36%-11.3pp | 64.87%-42.8pp | 35.65%-13.6pp |
| Employer contribution / active EE | $1,969 | $3,103-36.6% | $4,676-57.9% | $2,756-28.6% |
| Participant deferral / active EE | $2,175 | $3,453-37.0% | $5,629-61.4% | $4,299-49.4% |
| Admin fee / account holder | $3,405 | $7,993-57.4% | $15,914-78.6% | $6,940-50.9% |