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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 | $17,345 | $106,267-83.7% | $96,520-82.0% | $139,456-87.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.65% | 38.45%-20.8pp | 35.72%-18.1pp | 373.45%-355.8pp |
| Employer contribution / active EE | $1,071 | $4,105-73.9% | $3,739-71.3% | $4,753-77.5% |
| Participant deferral / active EE | $1,405 | $5,454-74.2% | $4,879-71.2% | $6,711-79.1% |
| Admin fee / account holder | $1,686 | $7,882-78.6% | $6,733-75.0% | $11,407-85.2% |