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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 | $21,154 | $95,415-77.8% | $185,851-88.6% | $85,851-75.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 20.40% | 23.59%-3.2pp | 122.11%-101.7pp | 318.63%-298.2pp |
| Employer contribution / active EE | $1,034 | $3,314-68.8% | $5,168-80.0% | $2,565-59.7% |
| Participant deferral / active EE | $3,042 | $3,424-11.2% | $5,569-45.4% | $3,952-23.0% |
| Admin fee / account holder | $1,062 | $7,215-85.3% | $16,245-93.5% | $6,261-83.0% |