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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 | $24,700 | $117,829-79.0% | $102,423-75.9% | $145,877-83.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.52% | 31.83%-21.3pp | 29.42%-18.9pp | 551.28%-540.8pp |
| Employer contribution / active EE | $1,540 | $3,615-57.4% | $3,023-49.0% | $4,663-67.0% |
| Participant deferral / active EE | $4,417 | $5,732-23.0% | $5,054-12.6% | $6,691-34.0% |
| Admin fee / account holder | $1,822 | $13,335-86.3% | $9,455-80.7% | $13,402-86.4% |