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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 | $16,113 | $53,128-69.7% | $86,582-81.4% | $70,126-77.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.46% | 27.66%-12.2pp | 965.08%-949.6pp | 73.15%-57.7pp |
| Employer contribution / active EE | $3,145 | $2,068+52.1% | $2,839+10.8% | $2,343+34.3% |
| Participant deferral / active EE | $2,092 | $2,695-22.4% | $3,609-42.0% | $3,332-37.2% |
| Admin fee / account holder | $1,415 | $3,584-60.5% | $4,904-71.2% | $4,645-69.5% |