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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 | $21,812 | $84,236-74.1% | $170,435-87.2% | $70,126-68.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.35% | 23.06%-10.7pp | 205.94%-193.6pp | 73.15%-60.8pp |
| Employer contribution / active EE | $2,054 | $3,387-39.4% | $5,432-62.2% | $2,343-12.3% |
| Participant deferral / active EE | $966 | $3,086-68.7% | $4,939-80.4% | $3,332-71.0% |
| Admin fee / account holder | $806 | $5,698-85.8% | $13,881-94.2% | $4,645-82.6% |