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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 | $210,698-92.4% | $178,014-91.0% | $145,959-89.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.84% | 386.27%-377.4pp | 294.80%-286.0pp | 561.95%-553.1pp |
| Employer contribution / active EE | $1,613 | $4,567-64.7% | $3,950-59.2% | $4,661-65.4% |
| Participant deferral / active EE | $1,802 | $6,958-74.1% | $6,276-71.3% | $6,689-73.1% |
| Admin fee / account holder | $1,955 | $12,016-83.7% | $10,362-81.1% | $13,398-85.4% |