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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 | $17,179 | $91,198-81.2% | $178,503-90.4% | $79,856-78.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.23% | 24.20%-14.0pp | 151.12%-140.9pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,854 | $3,257-43.1% | $5,011-63.0% | $2,471-25.0% |
| Participant deferral / active EE | $2,117 | $3,237-34.6% | $5,202-59.3% | $3,741-43.4% |
| Admin fee / account holder | $5,882 | $6,748-12.8% | $13,987-57.9% | $5,306+10.9% |