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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 | $29,722 | $85,171-65.1% | $172,753-82.8% | $72,976-59.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.03% | 27.32%-9.3pp | 803.00%-785.0pp | 81.02%-63.0pp |
| Employer contribution / active EE | $2,234 | $3,324-32.8% | $5,144-56.6% | $2,440-8.4% |
| Participant deferral / active EE | $1,154 | $3,260-64.6% | $5,198-77.8% | $3,608-68.0% |
| Admin fee / account holder | $6,030 | $5,880+2.5% | $13,956-56.8% | $5,124+17.7% |