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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 | $32,719 | $93,345-64.9% | $119,126-72.5% | $87,485-62.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 13.57% | 19.08%-5.5pp | 282.11%-268.5pp | 26.06%-12.5pp |
| Employer contribution / active EE | $2,119 | $3,172-33.2% | $4,034-47.5% | $2,596-18.4% |
| Participant deferral / active EE | $3,324 | $4,099-18.9% | $5,318-37.5% | $4,274-22.2% |
| Admin fee / account holder | $1,612 | $8,039-79.9% | $10,693-84.9% | $7,775-79.3% |