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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 | $32,744 | $85,766-61.8% | $136,298-76.0% | $70,126-53.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.82% | 31.46%-16.6pp | 5156.27%-5141.5pp | 73.15%-58.3pp |
| Employer contribution / active EE | $1,905 | $2,966-35.8% | $4,696-59.4% | $2,343-18.7% |
| Participant deferral / active EE | $2,255 | $5,051-55.4% | $6,247-63.9% | $3,332-32.3% |
| Admin fee / account holder | $2,181 | $5,421-59.8% | $9,244-76.4% | $4,645-53.0% |