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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 | $22,209 | $48,327-54.0% | $67,575-67.1% | $80,935-72.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 15.46% | 18.31%-2.9pp | 3528.98%-3513.5pp | 35.66%-20.2pp |
| Employer contribution / active EE | $1,702 | $2,022-15.9% | $2,736-37.8% | $2,757-38.3% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,663 | $3,692-55.0% | $3,993-58.4% | $6,924-76.0% |