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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 | $27,504 | $53,127-48.2% | $86,597-68.2% | $70,131-60.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.51% | 27.66%-11.1pp | 964.96%-948.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $660 | $2,068-68.1% | $2,840-76.7% | $2,342-71.8% |
| Participant deferral / active EE | $2,070 | $2,696-23.2% | $3,609-42.6% | $3,332-37.9% |
| Admin fee / account holder | $354 | $3,585-90.1% | $4,906-92.8% | $4,645-92.4% |