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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 | $18,649 | $91,179-79.5% | $178,499-89.6% | $79,852-76.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.87% | 24.19%-5.3pp | 151.10%-132.2pp | 31.72%-12.8pp |
| Employer contribution / active EE | $1,450 | $3,256-55.5% | $5,011-71.1% | $2,471-41.3% |
| Participant deferral / active EE | $3,543 | $3,236+9.5% | $5,202-31.9% | $3,740-5.3% |
| Admin fee / account holder | $338 | $6,749-95.0% | $13,986-97.6% | $5,306-93.6% |