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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 | $22,191 | $58,726-62.2% | $142,898-84.5% | $85,847-74.2% |
| Participation rate | 100.0% | 58.5%+41.5pp | 72.0%+28.0pp | 69.3%+30.7pp |
| Annual return | 14.31% | 27.73%-13.4pp | 5639.64%-5625.3pp | 318.61%-304.3pp |
| Employer contribution / active EE | $1,370 | $1,424-3.8% | $4,146-67.0% | $2,565-46.6% |
| Participant deferral / active EE | $1,724 | $2,609-33.9% | $3,838-55.1% | $3,952-56.4% |
| Admin fee / account holder | $369 | $4,234-91.3% | $6,560-94.4% | $6,261-94.1% |