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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 | $16,060 | $211,224-92.4% | $178,505-91.0% | $145,897-89.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.84% | 30.28%-21.4pp | 27.16%-18.3pp | 552.29%-543.4pp |
| Employer contribution / active EE | $1,613 | $4,577-64.8% | $3,955-59.2% | $4,663-65.4% |
| Participant deferral / active EE | $1,802 | $6,966-74.1% | $6,280-71.3% | $6,689-73.1% |
| Admin fee / account holder | $1,955 | $12,109-83.9% | $10,428-81.3% | $13,390-85.4% |