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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 | $18,839 | $46,599-59.6% | $64,101-70.6% | $75,173-74.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 12.51% | 26.06%-13.5pp | 33.72%-21.2pp | 160.72%-148.2pp |
| Employer contribution / active EE | $2,074 | $1,975+5.0% | $2,749-24.5% | $2,671-22.3% |
| Participant deferral / active EE | $4,093 | $2,837+44.3% | $3,881+5.5% | $4,126-0.8% |
| Admin fee / account holder | $9,823 | $2,956+232.3% | $3,070+219.9% | $5,651+73.8% |