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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 | $10,501 | $100,073-89.5% | $85,126-87.7% | $145,877-92.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.48% | 84.11%-72.6pp | 66.63%-55.2pp | 551.28%-539.8pp |
| Employer contribution / active EE | $1,436 | $3,236-55.6% | $2,731-47.4% | $4,663-69.2% |
| Participant deferral / active EE | $2,006 | $5,294-62.1% | $4,523-55.7% | $6,691-70.0% |
| Admin fee / account holder | $1,863 | $7,261-74.3% | $6,160-69.8% | $13,402-86.1% |