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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 | $23,260 | $53,128-56.2% | $86,582-73.1% | $70,126-66.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.84% | 27.66%-10.8pp | 965.08%-948.2pp | 73.15%-56.3pp |
| Employer contribution / active EE | $1,930 | $2,068-6.7% | $2,839-32.0% | $2,343-17.6% |
| Participant deferral / active EE | $5,722 | $2,695+112.3% | $3,609+58.6% | $3,332+71.7% |
| Admin fee / account holder | $942 | $3,584-73.7% | $4,904-80.8% | $4,645-79.7% |