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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 | $32,866 | $95,406-65.6% | $185,849-82.3% | $85,847-61.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 18.59% | 23.59%-5.0pp | 122.10%-103.5pp | 318.61%-300.0pp |
| Employer contribution / active EE | $2,132 | $3,314-35.7% | $5,169-58.8% | $2,565-16.9% |
| Participant deferral / active EE | $2,969 | $3,424-13.3% | $5,569-46.7% | $3,952-24.9% |
| Admin fee / account holder | $3,527 | $7,214-51.1% | $16,244-78.3% | $6,261-43.7% |