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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 | $22,472 | $83,337-73.0% | $67,834-66.9% | $273,972-91.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 10.33% | 259.45%-249.1pp | 138.47%-128.1pp | 41.46%-31.1pp |
| Employer contribution / active EE | $1,272 | $3,287-61.3% | $2,403-47.1% | $4,869-73.9% |
| Participant deferral / active EE | $3,083 | $4,088-24.6% | $3,160-2.4% | $5,287-41.7% |
| Admin fee / account holder | $854 | $6,752-87.4% | $4,622-81.5% | $10,133-91.6% |