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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 | $18,667 | $129,737-85.6% | $119,126-84.3% | $154,746-87.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 10.32% | 379.08%-368.8pp | 282.11%-271.8pp | 172.34%-162.0pp |
| Employer contribution / active EE | $1,928 | $4,375-55.9% | $4,034-52.2% | $4,379-56.0% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,101 | $11,961-90.8% | $10,693-89.7% | $14,365-92.3% |