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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 | $28,991 | $84,236-65.6% | $170,435-83.0% | $70,126-58.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.67% | 23.06%-3.4pp | 205.94%-186.3pp | 73.15%-53.5pp |
| Employer contribution / active EE | $1,563 | $3,387-53.9% | $5,432-71.2% | $2,343-33.3% |
| Participant deferral / active EE | $2,086 | $3,086-32.4% | $4,939-57.8% | $3,332-37.4% |
| Admin fee / account holder | $4,073 | $5,698-28.5% | $13,881-70.7% | $4,645-12.3% |