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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 | $27,544 | $117,829-76.6% | $102,423-73.1% | $145,877-81.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.23% | 31.83%-19.6pp | 29.42%-17.2pp | 551.28%-539.1pp |
| Employer contribution / active EE | $1,740 | $3,615-51.9% | $3,023-42.4% | $4,663-62.7% |
| Participant deferral / active EE | $3,271 | $5,732-42.9% | $5,054-35.3% | $6,691-51.1% |
| Admin fee / account holder | $534 | $13,335-96.0% | $9,455-94.4% | $13,402-96.0% |