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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 | $29,013 | $61,125-52.5% | $94,057-69.2% | $87,485-66.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 14.00% | 35.20%-21.2pp | 480.62%-466.6pp | 26.06%-12.1pp |
| Employer contribution / active EE | $3,179 | $2,136+48.8% | $2,933+8.4% | $2,596+22.4% |
| Participant deferral / active EE | $3,374 | $3,260+3.5% | $4,709-28.4% | $4,274-21.1% |
| Admin fee / account holder | $550 | $5,629-90.2% | $7,244-92.4% | $7,775-92.9% |