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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 | $17,864 | $53,127-66.4% | $86,597-79.4% | $70,131-74.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.44% | 27.66%-11.2pp | 964.96%-948.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,676 | $2,068-18.9% | $2,840-41.0% | $2,342-28.4% |
| Participant deferral / active EE | $2,193 | $2,696-18.7% | $3,609-39.2% | $3,332-34.2% |
| Admin fee / account holder | $486 | $3,585-86.4% | $4,906-90.1% | $4,645-89.5% |