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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 | $13,965 | $77,908-82.1% | $149,696-90.7% | $75,173-81.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.17% | 31.73%-13.6pp | 134.46%-116.3pp | 160.72%-142.5pp |
| Employer contribution / active EE | $1,028 | $3,138-67.2% | $4,821-78.7% | $2,671-61.5% |
| Participant deferral / active EE | $1,179 | $3,411-65.4% | $5,682-79.2% | $4,126-71.4% |
| Admin fee / account holder | $1,066 | $5,950-82.1% | $13,212-91.9% | $5,651-81.1% |