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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 | $41,725 | $98,776-57.8% | $149,745-72.1% | $79,856-47.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.69% | 27.38%-5.7pp | 276.72%-255.0pp | 31.71%-10.0pp |
| Employer contribution / active EE | $1,478 | $3,217-54.1% | $4,646-68.2% | $2,471-40.2% |
| Participant deferral / active EE | $5,151 | $5,681-9.3% | $6,843-24.7% | $3,741+37.7% |
| Admin fee / account holder | $1,670 | $6,053-72.4% | $9,312-82.1% | $5,306-68.5% |