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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 | $14,660 | $77,416-81.1% | $69,464-78.9% | $152,897-90.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 19.39% | 39.08%-19.7pp | 28.98%-9.6pp | 345.43%-326.0pp |
| Employer contribution / active EE | $2,314 | $3,315-30.2% | $2,779-16.7% | $4,764-51.4% |
| Participant deferral / active EE | $1,888 | $4,413-57.2% | $3,536-46.6% | $5,851-67.7% |
| Admin fee / account holder | $26,998 | $6,208+334.9% | $3,840+603.0% | $11,599+132.8% |