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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 | $26,373 | $53,127-50.4% | $86,587-69.5% | $70,131-62.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.06% | 27.66%-12.6pp | 964.86%-949.8pp | 73.14%-58.1pp |
| Employer contribution / active EE | $2,252 | $2,068+8.9% | $2,839-20.7% | $2,342-3.9% |
| Participant deferral / active EE | $3,384 | $2,696+25.5% | $3,609-6.2% | $3,332+1.6% |
| Admin fee / account holder | $369 | $3,585-89.7% | $4,906-92.5% | $4,645-92.1% |