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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 | $55,377 | $84,236-34.3% | $170,435-67.5% | $70,126-21.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.13% | 23.06%-4.9pp | 205.94%-187.8pp | 73.15%-55.0pp |
| Employer contribution / active EE | $1,048 | $3,387-69.1% | $5,432-80.7% | $2,343-55.3% |
| Participant deferral / active EE | $1,519 | $3,086-50.8% | $4,939-69.2% | $3,332-54.4% |
| Admin fee / account holder | $13,565 | $5,698+138.1% | $13,881-2.3% | $4,645+192.0% |