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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 | $78,690-72.9% | $161,489-86.8% | $87,485-75.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 19.55% | 32.74%-13.2pp | 89.72%-70.2pp | 26.06%-6.5pp |
| Employer contribution / active EE | $1,301 | $2,588-49.7% | $4,268-69.5% | $2,596-49.9% |
| Participant deferral / active EE | $3,097 | $3,311-6.5% | $5,630-45.0% | $4,274-27.5% |
| Admin fee / account holder | $4,341 | $6,724-35.4% | $16,006-72.9% | $7,775-44.2% |