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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 | $29,077 | $53,128-45.3% | $86,582-66.4% | $70,126-58.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.76% | 27.66%-12.9pp | 965.08%-950.3pp | 73.15%-58.4pp |
| Employer contribution / active EE | $1,766 | $2,068-14.6% | $2,839-37.8% | $2,343-24.6% |
| Participant deferral / active EE | $2,897 | $2,695+7.5% | $3,609-19.7% | $3,332-13.1% |
| Admin fee / account holder | $1,470 | $3,584-59.0% | $4,904-70.0% | $4,645-68.4% |