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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 | $19,775 | $84,236-76.5% | $170,435-88.4% | $70,126-71.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.19% | 23.06%-3.9pp | 205.94%-186.7pp | 73.15%-54.0pp |
| Employer contribution / active EE | $2,277 | $3,387-32.8% | $5,432-58.1% | $2,343-2.8% |
| Participant deferral / active EE | $1,141 | $3,086-63.0% | $4,939-76.9% | $3,332-65.8% |
| Admin fee / account holder | $1,748 | $5,698-69.3% | $13,881-87.4% | $4,645-62.4% |