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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 | $16,951 | $39,132-56.7% | $57,196-70.4% | $62,881-73.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 46.58% | 9.24%+37.3pp | 14.59%+32.0pp | 20.14%+26.4pp |
| Employer contribution / active EE | $2,082 | $1,874+11.1% | $2,683-22.4% | $2,281-8.7% |
| Participant deferral / active EE | $3,180 | $2,374+33.9% | $3,096+2.7% | $3,203-0.7% |
| Admin fee / account holder | $681 | $2,594-73.8% | $3,141-78.3% | $4,296-84.2% |