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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 | $12,453 | $101,618-87.7% | $93,063-86.6% | $137,256-90.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 15.35% | 223.95%-208.6pp | 34.15%-18.8pp | 220.34%-205.0pp |
| Employer contribution / active EE | $982 | $2,707-63.7% | $2,476-60.3% | $4,156-76.4% |
| Participant deferral / active EE | $1,087 | $4,279-74.6% | $3,958-72.5% | $6,407-83.0% |
| Admin fee / account holder | $5,991 | $6,198-3.3% | $6,033-0.7% | $12,270-51.2% |