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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 | $27,833 | $84,236-67.0% | $170,435-83.7% | $70,126-60.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.89% | 23.06%-5.2pp | 205.94%-188.1pp | 73.15%-55.3pp |
| Employer contribution / active EE | $1,827 | $3,387-46.1% | $5,432-66.4% | $2,343-22.0% |
| Participant deferral / active EE | $2,066 | $3,086-33.0% | $4,939-58.2% | $3,332-38.0% |
| Admin fee / account holder | $749 | $5,698-86.8% | $13,881-94.6% | $4,645-83.9% |