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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 | $15,553 | $46,732-66.7% | $156,551-90.1% | $55,167-71.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 5.07% | 17.72%-12.6pp | 32.23%-27.2pp | 169.23%-164.2pp |
| Employer contribution / active EE | $1,115 | $2,105-47.0% | $5,501-79.7% | $1,963-43.2% |
| Participant deferral / active EE | $1,504 | $2,204-31.8% | $4,871-69.1% | $3,054-50.8% |
| Admin fee / account holder | $4,140 | $418+889.6% | $13,028-68.2% | $504+721.6% |