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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 | $126,113-90.1% | $116,096-89.3% | $155,188-92.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 15.35% | 391.72%-376.4pp | 326.25%-310.9pp | 148.84%-133.5pp |
| Employer contribution / active EE | $982 | $2,672-63.2% | $2,503-60.8% | $4,248-76.9% |
| Participant deferral / active EE | $1,087 | $4,162-73.9% | $3,952-72.5% | $6,531-83.4% |
| Admin fee / account holder | $5,991 | $8,045-25.5% | $7,704-22.2% | $14,480-58.6% |