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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 | $34,105 | $95,406-64.3% | $185,849-81.6% | $85,847-60.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.18% | 23.59%-9.4pp | 122.10%-107.9pp | 318.61%-304.4pp |
| Employer contribution / active EE | $1,594 | $3,314-51.9% | $5,169-69.2% | $2,565-37.9% |
| Participant deferral / active EE | $3,044 | $3,424-11.1% | $5,569-45.3% | $3,952-23.0% |
| Admin fee / account holder | $572 | $7,214-92.1% | $16,244-96.5% | $6,261-90.9% |