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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 | $13,131 | $110,379-88.1% | $102,412-87.2% | $145,884-91.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.19% | 24.84%-14.6pp | 24.94%-14.7pp | 551.85%-541.7pp |
| Employer contribution / active EE | $2,807 | $4,216-33.4% | $3,870-27.5% | $4,662-39.8% |
| Participant deferral / active EE | $2,513 | $5,622-55.3% | $5,060-50.3% | $6,690-62.4% |
| Admin fee / account holder | $738 | $9,745-92.4% | $8,388-91.2% | $13,392-94.5% |