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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 | $28,504 | $55,457-48.6% | $77,361-63.2% | $94,015-69.7% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 12.06% | 15.57%-3.5pp | 1011.54%-999.5pp | 17.84%-5.8pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,437 | $3,069+12.0% | $3,911-12.1% | $4,249-19.1% |
| Admin fee / account holder | $5,057 | $4,334+16.7% | $5,894-14.2% | $8,951-43.5% |