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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 | $29,565 | $85,171-65.3% | $172,753-82.9% | $72,976-59.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.86% | 27.32%-8.5pp | 803.00%-784.1pp | 81.02%-62.2pp |
| Employer contribution / active EE | $2,214 | $3,324-33.4% | $5,144-57.0% | $2,440-9.3% |
| Participant deferral / active EE | $2,955 | $3,260-9.4% | $5,198-43.2% | $3,608-18.1% |
| Admin fee / account holder | $982 | $5,880-83.3% | $13,956-93.0% | $5,124-80.8% |