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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 | $30,848 | $70,418-56.2% | $96,570-68.1% | $85,847-64.1% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 12.29% | 18.59%-6.3pp | 37.79%-25.5pp | 318.61%-306.3pp |
| Employer contribution / active EE | $500 | $1,413-64.6% | $2,357-78.8% | $2,565-80.5% |
| Participant deferral / active EE | $1,460 | $2,894-49.5% | $3,849-62.1% | $3,952-63.1% |
| Admin fee / account holder | $680 | $4,995-86.4% | $6,182-89.0% | $6,261-89.1% |