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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 | $21,161 | $84,236-74.9% | $170,435-87.6% | $70,126-69.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.50% | 23.06%-10.6pp | 205.94%-193.4pp | 73.15%-60.7pp |
| Employer contribution / active EE | $1,697 | $3,387-49.9% | $5,432-68.8% | $2,343-27.5% |
| Participant deferral / active EE | $2,560 | $3,086-17.0% | $4,939-48.2% | $3,332-23.2% |
| Admin fee / account holder | $4,074 | $5,698-28.5% | $13,881-70.6% | $4,645-12.3% |