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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 | $30,313 | $55,457-45.3% | $77,361-60.8% | $94,015-67.8% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 23.71% | 15.57%+8.1pp | 1011.54%-987.8pp | 17.84%+5.9pp |
| Employer contribution / active EE | $750 | $2,255-66.7% | $2,990-74.9% | $2,790-73.1% |
| Participant deferral / active EE | $1,169 | $3,069-61.9% | $3,911-70.1% | $4,249-72.5% |
| Admin fee / account holder | $961 | $4,334-77.8% | $5,894-83.7% | $8,951-89.3% |