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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 | $20,900 | $77,638-73.1% | $156,551-86.6% | $62,881-66.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.18% | 50.33%-45.1pp | 32.23%-27.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,307 | $3,444-62.0% | $5,501-76.2% | $2,281-42.7% |
| Participant deferral / active EE | $2,615 | $3,046-14.1% | $4,871-46.3% | $3,203-18.4% |
| Admin fee / account holder | $1,342 | $5,561-75.9% | $13,028-89.7% | $4,296-68.8% |