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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 | $13,820 | $109,967-87.4% | $97,197-85.8% | $145,877-90.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.23% | 244.27%-232.0pp | 75.47%-63.2pp | 551.28%-539.0pp |
| Employer contribution / active EE | $2,126 | $3,077-30.9% | $2,723-21.9% | $4,663-54.4% |
| Participant deferral / active EE | $2,554 | $4,676-45.4% | $4,263-40.1% | $6,691-61.8% |
| Admin fee / account holder | $1,711 | $6,199-72.4% | $5,637-69.7% | $13,402-87.2% |