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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 | $16,213 | $85,171-81.0% | $172,752-90.6% | $72,975-77.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.61% | 27.32%-5.7pp | 802.97%-781.4pp | 81.01%-59.4pp |
| Employer contribution / active EE | $702 | $3,324-78.9% | $5,144-86.4% | $2,440-71.2% |
| Participant deferral / active EE | $1,862 | $3,260-42.9% | $5,198-64.2% | $3,608-48.4% |
| Admin fee / account holder | $860 | $5,880-85.4% | $13,955-93.8% | $5,124-83.2% |