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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 | $41,094 | $108,825-62.2% | $156,181-73.7% | $82,448-50.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 13.34% | 20.59%-7.3pp | 64.87%-51.5pp | 41.64%-28.3pp |
| Employer contribution / active EE | $835 | $2,870-70.9% | $4,294-80.6% | $2,551-67.3% |
| Participant deferral / active EE | $2,999 | $4,577-34.5% | $6,132-51.1% | $4,139-27.5% |
| Admin fee / account holder | $2,407 | $9,341-74.2% | $14,586-83.5% | $7,234-66.7% |