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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 | $32,714 | $84,236-61.2% | $170,435-80.8% | $70,126-53.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.19% | 23.06%-8.9pp | 205.94%-191.7pp | 73.15%-59.0pp |
| Employer contribution / active EE | $996 | $3,387-70.6% | $5,432-81.7% | $2,343-57.5% |
| Participant deferral / active EE | $1,323 | $3,086-57.1% | $4,939-73.2% | $3,332-60.3% |
| Admin fee / account holder | $1,522 | $5,698-73.3% | $13,881-89.0% | $4,645-67.2% |