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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 | $33,506 | $62,672-46.5% | $185,117-81.9% | $70,126-52.2% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 17.05% | 40.79%-23.7pp | 40.50%-23.4pp | 73.15%-56.1pp |
| Employer contribution / active EE | $1,032 | $1,753-41.2% | $4,182-75.3% | $2,343-56.0% |
| Participant deferral / active EE | $1,211 | $3,272-63.0% | $5,045-76.0% | $3,332-63.7% |
| Admin fee / account holder | $341 | $3,932-91.3% | $8,159-95.8% | $4,645-92.7% |