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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 | $18,120 | $115,917-84.4% | $100,535-82.0% | $158,982-88.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 15.30% | 34.80%-19.5pp | 30.90%-15.6pp | 302.99%-287.7pp |
| Employer contribution / active EE | $1,778 | $4,105-56.7% | $3,419-48.0% | $4,763-62.7% |
| Participant deferral / active EE | $3,664 | $6,677-45.1% | $6,271-41.6% | $5,983-38.8% |
| Admin fee / account holder | $2,893 | $11,002-73.7% | $8,085-64.2% | $11,252-74.3% |