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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 | $17,817 | $101,618-82.5% | $93,063-80.9% | $137,256-87.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 16.69% | 223.95%-207.3pp | 34.15%-17.5pp | 220.34%-203.7pp |
| Employer contribution / active EE | $3,282 | $2,707+21.2% | $2,476+32.5% | $4,156-21.0% |
| Participant deferral / active EE | $2,641 | $4,279-38.3% | $3,958-33.3% | $6,407-58.8% |
| Admin fee / account holder | $350 | $6,198-94.4% | $6,033-94.2% | $12,270-97.1% |