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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 | $17,334 | $47,479-63.5% | $62,929-72.5% | $82,448-79.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 14.00% | 20.34%-6.3pp | 1063.93%-1049.9pp | 41.64%-27.6pp |
| Employer contribution / active EE | $2,344 | $1,885+24.3% | $2,505-6.4% | $2,551-8.1% |
| Participant deferral / active EE | $2,333 | $2,870-18.7% | $3,888-40.0% | $4,139-43.6% |
| Admin fee / account holder | $4,774 | $3,804+25.5% | $5,065-5.7% | $7,234-34.0% |