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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 | $22,858 | $57,352-60.1% | $83,830-72.7% | $64,173-64.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 7.54% | 11.38%-3.8pp | 850.97%-843.4pp | 7.63%-0.1pp |
| Employer contribution / active EE | $706 | $2,546-72.3% | $3,631-80.6% | $2,381-70.4% |
| Participant deferral / active EE | $1,541 | $2,993-48.5% | $4,082-62.3% | $3,470-55.6% |
| Admin fee / account holder | $2,160 | $4,046-46.6% | $5,479-60.6% | $4,887-55.8% |