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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 | $23,885 | $77,814-69.3% | $158,223-84.9% | $86,983-72.5% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 14.36% | 30.54%-16.2pp | 52.09%-37.7pp | 25.83%-11.5pp |
| Employer contribution / active EE | $1,058 | $2,592-59.2% | $4,109-74.3% | $2,584-59.1% |
| Participant deferral / active EE | $1,729 | $3,270-47.1% | $5,467-68.4% | $4,194-58.8% |
| Admin fee / account holder | $3,182 | $5,879-45.9% | $16,047-80.2% | $7,856-59.5% |