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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 | $21,959 | $77,814-71.8% | $158,223-86.1% | $86,983-74.8% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 16.89% | 30.54%-13.7pp | 52.09%-35.2pp | 25.83%-8.9pp |
| Employer contribution / active EE | $398 | $2,592-84.6% | $4,109-90.3% | $2,584-84.6% |
| Participant deferral / active EE | $2,082 | $3,270-36.3% | $5,467-61.9% | $4,194-50.4% |
| Admin fee / account holder | $3,287 | $5,879-44.1% | $16,047-79.5% | $7,856-58.2% |