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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 | $24,313 | $78,682-69.1% | $109,188-77.7% | $85,851-71.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 35.10% | 25.09%+10.0pp | 25.76%+9.3pp | 318.63%-283.5pp |
| Employer contribution / active EE | $1,682 | $2,734-38.5% | $3,723-54.8% | $2,565-34.4% |
| Participant deferral / active EE | $4,533 | $3,468+30.7% | $4,654-2.6% | $3,952+14.7% |
| Admin fee / account holder | $19,991 | $5,470+265.5% | $6,755+195.9% | $6,261+219.3% |