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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 | $20,115 | $124,314-83.8% | $109,163-81.6% | $167,518-88.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.97% | 26.04%-12.1pp | 25.75%-11.8pp | 478.71%-464.7pp |
| Employer contribution / active EE | $1,852 | $4,209-56.0% | $3,723-50.2% | $4,838-61.7% |
| Participant deferral / active EE | $2,315 | $5,256-56.0% | $4,654-50.2% | $6,342-63.5% |
| Admin fee / account holder | $4,911 | $7,973-38.4% | $6,754-27.3% | $12,312-60.1% |