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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 | $12,052 | $180,749-93.3% | $160,784-92.5% | $137,256-91.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.13% | 2234.46%-2216.3pp | 1803.92%-1785.8pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,380 | $4,155-42.7% | $3,733-36.2% | $4,156-42.7% |
| Participant deferral / active EE | $3,996 | $6,844-41.6% | $6,293-36.5% | $6,407-37.6% |
| Admin fee / account holder | $1,548 | $10,397-85.1% | $9,717-84.1% | $12,270-87.4% |