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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 | $15,076 | $91,198-83.5% | $178,503-91.6% | $79,856-81.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 22.49% | 24.20%-1.7pp | 151.12%-128.6pp | 31.71%-9.2pp |
| Employer contribution / active EE | $1,870 | $3,257-42.6% | $5,011-62.7% | $2,471-24.3% |
| Participant deferral / active EE | $3,252 | $3,237+0.5% | $5,202-37.5% | $3,741-13.1% |
| Admin fee / account holder | $699 | $6,748-89.6% | $13,987-95.0% | $5,306-86.8% |