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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 | $24,502 | $49,239-50.2% | $70,462-65.2% | $79,858-69.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 19.11% | 30.08%-11.0pp | 109.08%-90.0pp | 31.72%-12.6pp |
| Employer contribution / active EE | $1,382 | $2,100-34.2% | $2,737-49.5% | $2,471-44.1% |
| Participant deferral / active EE | $3,005 | $2,769+8.5% | $3,710-19.0% | $3,740-19.7% |
| Admin fee / account holder | $560 | $2,876-80.5% | $3,845-85.4% | $5,306-89.4% |