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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 | $49,375 | $84,236-41.4% | $170,435-71.0% | $70,126-29.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.55% | 23.06%-8.5pp | 205.94%-191.4pp | 73.15%-58.6pp |
| Employer contribution / active EE | $1,603 | $3,387-52.7% | $5,432-70.5% | $2,343-31.6% |
| Participant deferral / active EE | $3,050 | $3,086-1.2% | $4,939-38.3% | $3,332-8.5% |
| Admin fee / account holder | $487 | $5,698-91.4% | $13,881-96.5% | $4,645-89.5% |