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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 | $17,435 | $91,167-80.9% | $178,498-90.2% | $79,858-78.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.23% | 24.19%-12.0pp | 151.09%-138.9pp | 31.72%-19.5pp |
| Employer contribution / active EE | $1,220 | $3,255-62.5% | $5,011-75.6% | $2,471-50.6% |
| Participant deferral / active EE | $3,119 | $3,236-3.6% | $5,202-40.1% | $3,740-16.6% |
| Admin fee / account holder | $7,556 | $6,747+12.0% | $13,985-46.0% | $5,306+42.4% |