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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 | $37,051 | $70,684-47.6% | $169,390-78.1% | $75,173-50.7% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 16.16% | 36.38%-20.2pp | 406.07%-389.9pp | 160.72%-144.6pp |
| Employer contribution / active EE | $1,578 | $2,211-28.6% | $4,013-60.7% | $2,671-40.9% |
| Participant deferral / active EE | $2,040 | $4,310-52.7% | $6,222-67.2% | $4,126-50.6% |
| Admin fee / account holder | $708 | $5,404-86.9% | $9,015-92.1% | $5,651-87.5% |