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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 | $24,878 | $111,535-77.7% | $105,223-76.4% | $137,256-81.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.89% | 237.85%-221.0pp | 180.65%-163.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,314 | $3,939-66.6% | $3,689-64.4% | $4,156-68.4% |
| Participant deferral / active EE | $4,255 | $5,500-22.6% | $5,072-16.1% | $6,407-33.6% |
| Admin fee / account holder | $1,135 | $9,721-88.3% | $8,859-87.2% | $12,270-90.8% |