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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 | $12,156 | $108,882-88.8% | $96,754-87.4% | $154,746-92.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 19.44% | 98.39%-79.0pp | 82.04%-62.6pp | 172.34%-152.9pp |
| Employer contribution / active EE | $1,372 | $3,018-54.5% | $2,679-48.8% | $4,379-68.7% |
| Participant deferral / active EE | $3,008 | $5,323-43.5% | $4,758-36.8% | $6,730-55.3% |
| Admin fee / account holder | $726 | $10,200-92.9% | $8,905-91.8% | $14,365-94.9% |