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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 | $13,268 | $100,073-86.7% | $85,126-84.4% | $145,877-90.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.20% | 84.11%-75.9pp | 66.63%-58.4pp | 551.28%-543.1pp |
| Employer contribution / active EE | $1,763 | $3,236-45.5% | $2,731-35.4% | $4,663-62.2% |
| Participant deferral / active EE | $2,735 | $5,294-48.3% | $4,523-39.5% | $6,691-59.1% |
| Admin fee / account holder | $1,235 | $7,261-83.0% | $6,160-80.0% | $13,402-90.8% |