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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 | $15,059 | $114,013-86.8% | $103,693-85.5% | $155,188-90.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 15.69% | 49.31%-33.6pp | 47.61%-31.9pp | 148.84%-133.1pp |
| Employer contribution / active EE | $1,791 | $3,131-42.8% | $2,920-38.7% | $4,248-57.8% |
| Participant deferral / active EE | $2,813 | $4,970-43.4% | $4,579-38.6% | $6,531-56.9% |
| Admin fee / account holder | $686 | $8,407-91.8% | $7,858-91.3% | $14,480-95.3% |