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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 | $25,854 | $85,060-69.6% | $70,565-63.4% | $139,487-81.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 11.78% | 30.39%-18.6pp | 32.79%-21.0pp | 373.84%-362.1pp |
| Employer contribution / active EE | $1,222 | $3,912-68.8% | $2,976-58.9% | $4,755-74.3% |
| Participant deferral / active EE | $2,501 | $5,891-57.6% | $4,568-45.3% | $6,713-62.7% |
| Admin fee / account holder | $748 | $8,932-91.6% | $6,430-88.4% | $11,407-93.4% |