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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 | $33,424 | $91,198-63.4% | $178,503-81.3% | $79,856-58.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.27% | 24.20%-9.9pp | 151.12%-136.8pp | 31.71%-17.4pp |
| Employer contribution / active EE | $695 | $3,257-78.6% | $5,011-86.1% | $2,471-71.9% |
| Participant deferral / active EE | $1,980 | $3,237-38.8% | $5,202-61.9% | $3,741-47.1% |
| Admin fee / account holder | $460 | $6,748-93.2% | $13,987-96.7% | $5,306-91.3% |