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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 | $14,415 | $56,134-74.3% | $96,171-85.0% | $85,847-83.2% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 13.89% | 42.30%-28.4pp | 192.04%-178.2pp | 318.61%-304.7pp |
| Employer contribution / active EE | $1,317 | $1,620-18.7% | $2,799-52.9% | $2,565-48.6% |
| Participant deferral / active EE | $2,328 | $2,858-18.5% | $4,350-46.5% | $3,952-41.1% |
| Admin fee / account holder | $767 | $3,769-79.6% | $5,538-86.1% | $6,261-87.7% |