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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 | $24,614 | $103,393-76.2% | $87,103-71.7% | $152,909-83.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 18.50% | 28.10%-9.6pp | 28.19%-9.7pp | 345.46%-327.0pp |
| Employer contribution / active EE | $1,484 | $3,221-53.9% | $2,521-41.2% | $4,764-68.9% |
| Participant deferral / active EE | $3,350 | $4,778-29.9% | $4,049-17.3% | $5,851-42.7% |
| Admin fee / account holder | $1,182 | $12,195-90.3% | $7,491-84.2% | $11,601-89.8% |