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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 | $11,894 | $99,053-88.0% | $88,179-86.5% | $138,895-91.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 15.15% | 78.17%-63.0pp | 64.97%-49.8pp | 145.39%-130.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,327 | $5,225-55.5% | $4,614-49.6% | $6,396-63.6% |
| Admin fee / account holder | $2,623 | $8,748-70.0% | $7,673-65.8% | $12,562-79.1% |