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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 | $18,217 | $48,314-62.3% | $67,561-73.0% | $80,925-77.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 15.52% | 18.28%-2.8pp | 3525.44%-3509.9pp | 35.65%-20.1pp |
| Employer contribution / active EE | $1,287 | $2,022-36.4% | $2,735-53.0% | $2,756-53.3% |
| Participant deferral / active EE | $2,348 | $2,927-19.8% | $4,003-41.3% | $4,299-45.4% |
| Admin fee / account holder | $917 | $3,690-75.1% | $4,006-77.1% | $6,940-86.8% |