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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 | $21,352 | $76,407-72.1% | $150,298-85.8% | $82,448-74.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 19.55% | 39.99%-20.4pp | 62.79%-43.2pp | 41.64%-22.1pp |
| Employer contribution / active EE | $1,301 | $2,614-50.2% | $4,154-68.7% | $2,551-49.0% |
| Participant deferral / active EE | $3,097 | $3,214-3.7% | $5,453-43.2% | $4,139-25.2% |
| Admin fee / account holder | $4,341 | $6,352-31.7% | $14,116-69.2% | $7,234-40.0% |