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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 | $16,799 | $145,897-88.5% | $62,029-72.9% | $145,897-88.5% |
| Participation rate | 100.0% | 80.3%+19.7pp | 69.8%+30.2pp | 80.3%+19.7pp |
| Annual return | 14.67% | 552.29%-537.6pp | 14.86%-0.2pp | 552.29%-537.6pp |
| Employer contribution / active EE | $1,765 | $4,663-62.2% | $2,723-35.2% | $4,663-62.2% |
| Participant deferral / active EE | $2,259 | $6,689-66.2% | $5,346-57.7% | $6,689-66.2% |
| Admin fee / account holder | $4,553 | $13,390-66.0% | $3,975+14.5% | $13,390-66.0% |