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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 | $14,154 | $64,311-78.0% | $57,356-75.3% | $125,389-88.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 3.71% | 25.14%-21.4pp | 24.41%-20.7pp | 282.24%-278.5pp |
| Employer contribution / active EE | $4,929 | $3,193+54.4% | $2,689+83.3% | $4,866+1.3% |
| Participant deferral / active EE | $11,000 | $3,846+186.0% | $3,162+247.9% | $5,352+105.5% |
| Admin fee / account holder | $1,808 | $5,243-65.5% | $3,357-46.1% | $9,541-81.1% |