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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 | $14,337 | $49,976-71.3% | $66,674-78.5% | $82,637-82.7% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 17.94% | 39.09%-21.1pp | 321.24%-303.3pp | 53.51%-35.6pp |
| Employer contribution / active EE | $833 | $1,988-58.1% | $2,620-68.2% | $2,552-67.3% |
| Participant deferral / active EE | $1,233 | $2,847-56.7% | $4,084-69.8% | $4,126-70.1% |
| Admin fee / account holder | $549 | $4,594-88.0% | $5,098-89.2% | $7,339-92.5% |