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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 | $26,818 | $95,415-71.9% | $185,851-85.6% | $85,851-68.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.23% | 23.59%-8.4pp | 122.11%-106.9pp | 318.63%-303.4pp |
| Employer contribution / active EE | $1,268 | $3,314-61.7% | $5,168-75.5% | $2,565-50.6% |
| Participant deferral / active EE | $3,291 | $3,424-3.9% | $5,569-40.9% | $3,952-16.7% |
| Admin fee / account holder | $849 | $7,215-88.2% | $16,245-94.8% | $6,261-86.4% |