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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 | $22,045 | $77,817-71.7% | $123,553-82.2% | $64,173-65.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 21.96% | 12.49%+9.5pp | 119.21%-97.2pp | 7.63%+14.3pp |
| Employer contribution / active EE | $1,770 | $3,014-41.3% | $4,628-61.8% | $2,381-25.7% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $644 | $5,519-88.3% | $9,284-93.1% | $4,887-86.8% |