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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 | $18,216 | $105,960-82.8% | $81,726-77.7% | $158,982-88.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 12.30% | 38.19%-25.9pp | 29.49%-17.2pp | 302.99%-290.7pp |
| Employer contribution / active EE | $1,064 | $7,805-86.4% | $4,311-75.3% | $4,763-77.7% |
| Participant deferral / active EE | $1,719 | $13,011-86.8% | $7,108-75.8% | $5,983-71.3% |
| Admin fee / account holder | $4,174 | $8,494-50.9% | $5,160-19.1% | $11,252-62.9% |