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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 | $27,734 | $101,618-72.7% | $93,063-70.2% | $137,256-79.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 17.90% | 223.95%-206.0pp | 34.15%-16.3pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,788 | $2,707-34.0% | $2,476-27.8% | $4,156-57.0% |
| Participant deferral / active EE | $7,538 | $4,279+76.2% | $3,958+90.4% | $6,407+17.7% |
| Admin fee / account holder | $4,782 | $6,198-22.8% | $6,033-20.7% | $12,270-61.0% |