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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 | $26,972 | $65,434-58.8% | $98,483-72.6% | $85,847-68.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 16.67% | 21.75%-5.1pp | 1494.38%-1477.7pp | 318.61%-301.9pp |
| Employer contribution / active EE | $1,253 | $2,169-42.2% | $2,961-57.7% | $2,565-51.1% |
| Participant deferral / active EE | $2,063 | $3,168-34.9% | $4,276-51.8% | $3,952-47.8% |
| Admin fee / account holder | $391 | $4,595-91.5% | $5,953-93.4% | $6,261-93.8% |