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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 | $15,732 | $106,247-85.2% | $96,515-83.7% | $139,466-88.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.64% | 38.47%-23.8pp | 35.73%-21.1pp | 373.66%-359.0pp |
| Employer contribution / active EE | $3,238 | $4,106-21.1% | $3,740-13.4% | $4,754-31.9% |
| Participant deferral / active EE | $1,861 | $5,456-65.9% | $4,880-61.9% | $6,712-72.3% |
| Admin fee / account holder | $328 | $7,885-95.8% | $6,735-95.1% | $11,409-97.1% |