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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 | $27,886 | $75,962-63.3% | $154,108-81.9% | $64,173-56.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 7.09% | 30.32%-23.2pp | 735.21%-728.1pp | 7.63%-0.5pp |
| Employer contribution / active EE | $864 | $3,350-74.2% | $5,298-83.7% | $2,381-63.7% |
| Participant deferral / active EE | $1,008 | $3,175-68.2% | $5,081-80.2% | $3,470-70.9% |
| Admin fee / account holder | $775 | $5,589-86.1% | $13,411-94.2% | $4,887-84.1% |