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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 | $14,363 | $77,901-81.6% | $149,717-90.4% | $75,181-80.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.93% | 31.73%-11.8pp | 134.41%-114.5pp | 160.69%-140.8pp |
| Employer contribution / active EE | $1,146 | $3,137-63.5% | $4,820-76.2% | $2,671-57.1% |
| Participant deferral / active EE | $2,432 | $3,411-28.7% | $5,682-57.2% | $4,126-41.1% |
| Admin fee / account holder | $625 | $5,949-89.5% | $13,213-95.3% | $5,650-88.9% |