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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 | $21,196 | $162,529-87.0% | $130,788-83.8% | $154,746-86.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 15.19% | 510.48%-495.3pp | 386.44%-371.3pp | 172.34%-157.1pp |
| Employer contribution / active EE | $2,833 | $4,447-36.3% | $3,558-20.4% | $4,379-35.3% |
| Participant deferral / active EE | $6,196 | $4,808+28.9% | $4,137+49.8% | $6,730-7.9% |
| Admin fee / account holder | $1,832 | $7,669-76.1% | $6,673-72.5% | $14,365-87.2% |