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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 | $17,817 | $77,416-77.0% | $69,464-74.4% | $152,897-88.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 17.43% | 39.08%-21.6pp | 28.98%-11.6pp | 345.43%-328.0pp |
| Employer contribution / active EE | $1,190 | $3,315-64.1% | $2,779-57.2% | $4,764-75.0% |
| Participant deferral / active EE | $2,211 | $4,413-49.9% | $3,536-37.5% | $5,851-62.2% |
| Admin fee / account holder | $543 | $6,208-91.2% | $3,840-85.9% | $11,599-95.3% |