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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 | $22,350 | $84,236-73.5% | $170,435-86.9% | $70,126-68.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.04% | 23.06%-9.0pp | 205.94%-191.9pp | 73.15%-59.1pp |
| Employer contribution / active EE | $670 | $3,387-80.2% | $5,432-87.7% | $2,343-71.4% |
| Participant deferral / active EE | $1,780 | $3,086-42.3% | $4,939-64.0% | $3,332-46.6% |
| Admin fee / account holder | $1,546 | $5,698-72.9% | $13,881-88.9% | $4,645-66.7% |