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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 | $36,624 | $91,198-59.8% | $178,503-79.5% | $79,856-54.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.26% | 24.20%-8.9pp | 151.12%-135.9pp | 31.71%-16.4pp |
| Employer contribution / active EE | $2,870 | $3,257-11.9% | $5,011-42.7% | $2,471+16.2% |
| Participant deferral / active EE | $2,709 | $3,237-16.3% | $5,202-47.9% | $3,741-27.6% |
| Admin fee / account holder | $613 | $6,748-90.9% | $13,987-95.6% | $5,306-88.4% |