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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 | $25,636 | $91,179-71.9% | $178,499-85.6% | $79,852-67.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.43% | 24.19%-7.8pp | 151.10%-134.7pp | 31.72%-15.3pp |
| Employer contribution / active EE | $1,661 | $3,256-49.0% | $5,011-66.9% | $2,471-32.8% |
| Participant deferral / active EE | $2,833 | $3,236-12.5% | $5,202-45.5% | $3,740-24.3% |
| Admin fee / account holder | $2,412 | $6,749-64.3% | $13,986-82.8% | $5,306-54.5% |