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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 | $18,058 | $85,171-78.8% | $172,753-89.5% | $72,976-75.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.24% | 27.32%-7.1pp | 803.00%-782.8pp | 81.02%-60.8pp |
| Employer contribution / active EE | $1,801 | $3,324-45.8% | $5,144-65.0% | $2,440-26.2% |
| Participant deferral / active EE | $2,914 | $3,260-10.6% | $5,198-43.9% | $3,608-19.2% |
| Admin fee / account holder | $1,965 | $5,880-66.6% | $13,956-85.9% | $5,124-61.7% |