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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 | $19,255 | $81,276-76.3% | $155,574-87.6% | $80,925-76.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 19.17% | 33.36%-14.2pp | 64.87%-45.7pp | 35.65%-16.5pp |
| Employer contribution / active EE | $1,670 | $3,103-46.2% | $4,676-64.3% | $2,756-39.4% |
| Participant deferral / active EE | $1,764 | $3,453-48.9% | $5,629-68.7% | $4,299-59.0% |
| Admin fee / account holder | $917 | $7,993-88.5% | $15,914-94.2% | $6,940-86.8% |