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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 | $19,888 | $83,337-76.1% | $67,834-70.7% | $273,972-92.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.72% | 259.45%-252.7pp | 138.47%-131.8pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,770 | $3,287-46.1% | $2,403-26.3% | $4,869-63.6% |
| Participant deferral / active EE | $2,435 | $4,088-40.4% | $3,160-22.9% | $5,287-54.0% |
| Admin fee / account holder | $3,285 | $6,752-51.4% | $4,622-28.9% | $10,133-67.6% |