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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 | $11,662 | $108,882-89.3% | $96,754-87.9% | $154,746-92.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 18.08% | 98.39%-80.3pp | 82.04%-64.0pp | 172.34%-154.3pp |
| Employer contribution / active EE | $1,432 | $3,018-52.6% | $2,679-46.6% | $4,379-67.3% |
| Participant deferral / active EE | $3,108 | $5,323-41.6% | $4,758-34.7% | $6,730-53.8% |
| Admin fee / account holder | $960 | $10,200-90.6% | $8,905-89.2% | $14,365-93.3% |