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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 | $17,552 | $91,198-80.8% | $178,503-90.2% | $79,856-78.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.43% | 24.20%-8.8pp | 151.12%-135.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $817 | $3,257-74.9% | $5,011-83.7% | $2,471-66.9% |
| Participant deferral / active EE | $3,442 | $3,237+6.4% | $5,202-33.8% | $3,741-8.0% |
| Admin fee / account holder | $733 | $6,748-89.1% | $13,987-94.8% | $5,306-86.2% |