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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 | $10,789 | $126,113-91.4% | $116,096-90.7% | $155,188-93.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 16.75% | 391.72%-375.0pp | 326.25%-309.5pp | 148.84%-132.1pp |
| Employer contribution / active EE | $574 | $2,672-78.5% | $2,503-77.1% | $4,248-86.5% |
| Participant deferral / active EE | $1,687 | $4,162-59.5% | $3,952-57.3% | $6,531-74.2% |
| Admin fee / account holder | $589 | $8,045-92.7% | $7,704-92.4% | $14,480-95.9% |