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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 | $27,748 | $84,236-67.1% | $170,435-83.7% | $70,126-60.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.93% | 23.06%-6.1pp | 205.94%-189.0pp | 73.15%-56.2pp |
| Employer contribution / active EE | $1,707 | $3,387-49.6% | $5,432-68.6% | $2,343-27.1% |
| Participant deferral / active EE | $3,075 | $3,086-0.3% | $4,939-37.7% | $3,332-7.7% |
| Admin fee / account holder | $9,309 | $5,698+63.4% | $13,881-32.9% | $4,645+100.4% |