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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 | $38,312 | $98,776-61.2% | $149,745-74.4% | $79,856-52.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.13% | 27.38%-10.3pp | 276.72%-259.6pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,318 | $3,217-59.0% | $4,646-71.6% | $2,471-46.7% |
| Participant deferral / active EE | $2,690 | $5,681-52.6% | $6,843-60.7% | $3,741-28.1% |
| Admin fee / account holder | $476 | $6,053-92.1% | $9,312-94.9% | $5,306-91.0% |