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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 | $16,642 | $91,198-81.8% | $178,503-90.7% | $79,856-79.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.45% | 24.20%-9.7pp | 151.12%-136.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,313 | $3,257-59.7% | $5,011-73.8% | $2,471-46.9% |
| Participant deferral / active EE | $1,389 | $3,237-57.1% | $5,202-73.3% | $3,741-62.9% |
| Admin fee / account holder | $423 | $6,748-93.7% | $13,987-97.0% | $5,306-92.0% |