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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 | $36,886 | $91,198-59.6% | $178,503-79.3% | $79,856-53.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 20.07% | 24.20%-4.1pp | 151.12%-131.1pp | 31.71%-11.6pp |
| Employer contribution / active EE | $1,606 | $3,257-50.7% | $5,011-67.9% | $2,471-35.0% |
| Participant deferral / active EE | $3,453 | $3,237+6.7% | $5,202-33.6% | $3,741-7.7% |
| Admin fee / account holder | $1,955 | $6,748-71.0% | $13,987-86.0% | $5,306-63.2% |