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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 | $22,533 | $176,402-87.2% | $134,155-83.2% | $158,931-85.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 16.13% | 63.64%-47.5pp | 36.33%-20.2pp | 302.86%-286.7pp |
| Employer contribution / active EE | $198 | $5,041-96.1% | $3,704-94.6% | $4,761-95.8% |
| Participant deferral / active EE | $198 | $4,092-95.2% | $3,499-94.3% | $5,982-96.7% |
| Admin fee / account holder | $874 | $8,719-90.0% | $6,685-86.9% | $11,247-92.2% |