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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 | $15,959 | $106,247-85.0% | $96,515-83.5% | $139,466-88.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.79% | 38.47%-18.7pp | 35.73%-15.9pp | 373.66%-353.9pp |
| Employer contribution / active EE | $2,196 | $4,106-46.5% | $3,740-41.3% | $4,754-53.8% |
| Participant deferral / active EE | $1,477 | $5,456-72.9% | $4,880-69.7% | $6,712-78.0% |
| Admin fee / account holder | $5,046 | $7,885-36.0% | $6,735-25.1% | $11,409-55.8% |