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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 | $20,374 | $85,171-76.1% | $172,752-88.2% | $72,975-72.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.28% | 27.32%-10.0pp | 802.97%-785.7pp | 81.01%-63.7pp |
| Employer contribution / active EE | $2,617 | $3,324-21.3% | $5,144-49.1% | $2,440+7.2% |
| Participant deferral / active EE | $2,704 | $3,260-17.1% | $5,198-48.0% | $3,608-25.0% |
| Admin fee / account holder | $800 | $5,880-86.4% | $13,955-94.3% | $5,124-84.4% |