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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 | $27,139 | $77,901-65.2% | $149,717-81.9% | $75,181-63.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.97% | 31.73%-16.8pp | 134.41%-119.4pp | 160.69%-145.7pp |
| Employer contribution / active EE | $3,017 | $3,137-3.8% | $4,820-37.4% | $2,671+13.0% |
| Participant deferral / active EE | $2,223 | $3,411-34.8% | $5,682-60.9% | $4,126-46.1% |
| Admin fee / account holder | $1,040 | $5,949-82.5% | $13,213-92.1% | $5,650-81.6% |