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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 | $13,519 | $114,119-88.2% | $107,187-87.4% | $138,895-90.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.08% | 273.21%-255.1pp | 204.55%-186.5pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,596 | $4,059-60.7% | $3,782-57.8% | $4,194-61.9% |
| Participant deferral / active EE | $2,022 | $5,538-63.5% | $5,096-60.3% | $6,396-68.4% |
| Admin fee / account holder | $679 | $10,024-93.2% | $9,162-92.6% | $12,562-94.6% |