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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 | $23,877 | $54,763-56.4% | $90,324-73.6% | $72,976-67.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 152.80% | 30.63%+122.2pp | 78.15%+74.7pp | 81.02%+71.8pp |
| Employer contribution / active EE | $1,103 | $2,093-47.3% | $2,856-61.4% | $2,440-54.8% |
| Participant deferral / active EE | $1,877 | $2,887-35.0% | $3,885-51.7% | $3,608-48.0% |
| Admin fee / account holder | $1,474 | $3,973-62.9% | $5,356-72.5% | $5,124-71.2% |