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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 | $26,926 | $95,406-71.8% | $185,849-85.5% | $85,847-68.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 19.39% | 23.59%-4.2pp | 122.10%-102.7pp | 318.61%-299.2pp |
| Employer contribution / active EE | $1,846 | $3,314-44.3% | $5,169-64.3% | $2,565-28.0% |
| Participant deferral / active EE | $2,580 | $3,424-24.6% | $5,569-53.7% | $3,952-34.7% |
| Admin fee / account holder | $1,348 | $7,214-81.3% | $16,244-91.7% | $6,261-78.5% |