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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 | $129,737-80.8% | $119,126-79.1% | $154,746-83.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.89% | 379.08%-362.2pp | 282.11%-265.2pp | 172.34%-155.4pp |
| Employer contribution / active EE | $1,314 | $4,375-70.0% | $4,034-67.4% | $4,379-70.0% |
| Participant deferral / active EE | $4,255 | $5,842-27.2% | $5,318-20.0% | $6,730-36.8% |
| Admin fee / account holder | $1,135 | $11,961-90.5% | $10,693-89.4% | $14,365-92.1% |