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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 | $13,205 | $116,434-88.7% | $65,583-79.9% | $139,487-90.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 18.75% | 31.34%-12.6pp | 47.46%-28.7pp | 373.84%-355.1pp |
| Employer contribution / active EE | $2,292 | $2,602-11.9% | $1,692+35.4% | $4,755-51.8% |
| Participant deferral / active EE | $2,367 | $4,245-44.2% | $2,833-16.4% | $6,713-64.7% |
| Admin fee / account holder | $2,174 | $6,696-67.5% | $4,112-47.1% | $11,407-80.9% |