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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 | $18,340 | $124,330-85.2% | $109,173-83.2% | $167,536-89.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.58% | 26.04%-12.5pp | 25.75%-12.2pp | 478.82%-465.2pp |
| Employer contribution / active EE | $1,618 | $4,209-61.6% | $3,723-56.5% | $4,839-66.6% |
| Participant deferral / active EE | $3,445 | $5,256-34.5% | $4,654-26.0% | $6,342-45.7% |
| Admin fee / account holder | $2,069 | $7,974-74.1% | $6,755-69.4% | $12,315-83.2% |