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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 | $23,547 | $69,252-66.0% | $64,099-63.3% | $139,456-83.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.96% | 45.89%-31.9pp | 33.70%-19.7pp | 373.45%-359.5pp |
| Employer contribution / active EE | $1,818 | $3,184-42.9% | $2,748-33.9% | $4,753-61.8% |
| Participant deferral / active EE | $1,941 | $4,683-58.6% | $3,881-50.0% | $6,711-71.1% |
| Admin fee / account holder | $1,206 | $4,248-71.6% | $3,070-60.7% | $11,407-89.4% |