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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 | $50,554-65.7% | $67,681-74.4% | $87,485-80.2% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 14.00% | 17.81%-3.8pp | 590.58%-576.6pp | 26.06%-12.1pp |
| Employer contribution / active EE | $2,344 | $1,988+17.9% | $2,678-12.5% | $2,596-9.7% |
| Participant deferral / active EE | $2,333 | $2,961-21.2% | $3,976-41.3% | $4,274-45.4% |
| Admin fee / account holder | $4,774 | $4,132+15.5% | $6,100-21.7% | $7,775-38.6% |