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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 | $15,530 | $106,280-85.4% | $96,538-83.9% | $139,487-88.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.15% | 38.48%-27.3pp | 35.74%-24.6pp | 373.84%-362.7pp |
| Employer contribution / active EE | $2,517 | $4,107-38.7% | $3,740-32.7% | $4,755-47.1% |
| Participant deferral / active EE | $3,070 | $5,457-43.7% | $4,880-37.1% | $6,713-54.3% |
| Admin fee / account holder | $3,762 | $7,888-52.3% | $6,737-44.2% | $11,407-67.0% |