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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 | $34,966 | $91,198-61.7% | $178,503-80.4% | $79,856-56.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.62% | 24.20%-11.6pp | 151.12%-138.5pp | 31.71%-19.1pp |
| Employer contribution / active EE | $2,009 | $3,257-38.3% | $5,011-59.9% | $2,471-18.7% |
| Participant deferral / active EE | $2,491 | $3,237-23.0% | $5,202-52.1% | $3,741-33.4% |
| Admin fee / account holder | $600 | $6,748-91.1% | $13,987-95.7% | $5,306-88.7% |