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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 | $21,029 | $110,212-80.9% | $96,534-78.2% | $139,466-84.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.63% | 26.42%-8.8pp | 25.88%-8.3pp | 373.66%-356.0pp |
| Employer contribution / active EE | $1,364 | $3,620-62.3% | $2,965-54.0% | $4,754-71.3% |
| Participant deferral / active EE | $4,173 | $5,547-24.8% | $4,851-14.0% | $6,712-37.8% |
| Admin fee / account holder | $3,051 | $11,599-73.7% | $8,253-63.0% | $11,409-73.3% |