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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 | $22,939 | $77,905-70.6% | $149,682-84.7% | $75,173-69.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.27% | 31.72%-11.5pp | 134.35%-114.1pp | 160.65%-140.4pp |
| Employer contribution / active EE | $2,306 | $3,138-26.5% | $4,818-52.1% | $2,670-13.6% |
| Participant deferral / active EE | $2,130 | $3,411-37.5% | $5,681-62.5% | $4,126-48.4% |
| Admin fee / account holder | $1,471 | $5,957-75.3% | $13,210-88.9% | $5,651-74.0% |