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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 | $14,145 | $91,179-84.5% | $178,499-92.1% | $79,852-82.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.69% | 24.19%-12.5pp | 151.10%-139.4pp | 31.72%-20.0pp |
| Employer contribution / active EE | $1,347 | $3,256-58.6% | $5,011-73.1% | $2,471-45.5% |
| Participant deferral / active EE | $2,182 | $3,236-32.6% | $5,202-58.1% | $3,740-41.7% |
| Admin fee / account holder | $1,140 | $6,749-83.1% | $13,986-91.8% | $5,306-78.5% |