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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 | $22,145 | $95,406-76.8% | $185,849-88.1% | $85,847-74.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.51% | 23.59%-11.1pp | 122.10%-109.6pp | 318.61%-306.1pp |
| Employer contribution / active EE | $2,147 | $3,314-35.2% | $5,169-58.5% | $2,565-16.3% |
| Participant deferral / active EE | $3,968 | $3,424+15.9% | $5,569-28.7% | $3,952+0.4% |
| Admin fee / account holder | $1,185 | $7,214-83.6% | $16,244-92.7% | $6,261-81.1% |