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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 | $29,625 | $78,690-62.4% | $161,489-81.7% | $87,485-66.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 17.45% | 32.74%-15.3pp | 89.72%-72.3pp | 26.06%-8.6pp |
| Employer contribution / active EE | $1,387 | $2,588-46.4% | $4,268-67.5% | $2,596-46.6% |
| Participant deferral / active EE | $2,921 | $3,311-11.8% | $5,630-48.1% | $4,274-31.7% |
| Admin fee / account holder | $1,922 | $6,724-71.4% | $16,006-88.0% | $7,775-75.3% |