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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 | $17,487 | $111,814-84.4% | $103,378-83.1% | $145,978-88.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.39% | 24.80%-14.4pp | 24.91%-14.5pp | 550.52%-540.1pp |
| Employer contribution / active EE | $1,569 | $4,215-62.8% | $3,870-59.5% | $4,662-66.3% |
| Participant deferral / active EE | $5,058 | $5,618-10.0% | $5,0580% | $6,690-24.4% |
| Admin fee / account holder | $6,026 | $9,764-38.3% | $8,401-28.3% | $13,400-55.0% |