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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 | $21,578 | $49,249-56.2% | $70,476-69.4% | $79,852-73.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 14.69% | 30.09%-15.4pp | 109.12%-94.4pp | 31.72%-17.0pp |
| Employer contribution / active EE | $1,369 | $2,100-34.8% | $2,738-50.0% | $2,471-44.6% |
| Participant deferral / active EE | $2,441 | $2,769-11.9% | $3,710-34.2% | $3,740-34.7% |
| Admin fee / account holder | $352 | $2,878-87.8% | $3,847-90.9% | $5,306-93.4% |