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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 | $31,098 | $51,642-39.8% | $129,384-76.0% | $80,935-61.6% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 15.17% | 20.78%-5.6pp | 9461.77%-9446.6pp | 35.66%-20.5pp |
| Employer contribution / active EE | $1,495 | $1,583-5.6% | $4,153-64.0% | $2,757-45.8% |
| Participant deferral / active EE | $1,440 | $2,670-46.1% | $4,166-65.4% | $4,299-66.5% |
| Admin fee / account holder | $975 | $4,312-77.4% | $7,686-87.3% | $6,924-85.9% |