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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 | $15,335 | $91,198-83.2% | $178,503-91.4% | $79,856-80.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.84% | 24.20%-5.4pp | 151.12%-132.3pp | 31.71%-12.9pp |
| Employer contribution / active EE | $988 | $3,257-69.7% | $5,011-80.3% | $2,471-60.0% |
| Participant deferral / active EE | $2,142 | $3,237-33.8% | $5,202-58.8% | $3,741-42.7% |
| Admin fee / account holder | $418 | $6,748-93.8% | $13,987-97.0% | $5,306-92.1% |