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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 | $15,162 | $75,962-80.0% | $154,108-90.2% | $64,173-76.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 8.52% | 30.32%-21.8pp | 735.21%-726.7pp | 7.63%+0.9pp |
| Employer contribution / active EE | $1,579 | $3,350-52.9% | $5,298-70.2% | $2,381-33.7% |
| Participant deferral / active EE | $2,966 | $3,175-6.6% | $5,081-41.6% | $3,470-14.5% |
| Admin fee / account holder | $327 | $5,589-94.2% | $13,411-97.6% | $4,887-93.3% |