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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 | $26,771 | $71,215-62.4% | $93,696-71.4% | $80,935-66.9% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 10.73% | 11.27%-0.5pp | 133.74%-123.0pp | 35.66%-24.9pp |
| Employer contribution / active EE | $3,677 | $1,565+134.9% | $2,422+51.8% | $2,757+33.4% |
| Participant deferral / active EE | $3,950 | $4,037-2.1% | $4,417-10.6% | $4,299-8.1% |
| Admin fee / account holder | $2,269 | $6,958-67.4% | $8,287-72.6% | $6,924-67.2% |