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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 | $16,431 | $95,406-82.8% | $185,849-91.2% | $85,847-80.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.20% | 23.59%-11.4pp | 122.10%-109.9pp | 318.61%-306.4pp |
| Employer contribution / active EE | $1,317 | $3,314-60.2% | $5,169-74.5% | $2,565-48.7% |
| Participant deferral / active EE | $2,822 | $3,424-17.6% | $5,569-49.3% | $3,952-28.6% |
| Admin fee / account holder | $665 | $7,214-90.8% | $16,244-95.9% | $6,261-89.4% |