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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 | $11,883 | $104,650-88.6% | $83,854-85.8% | $155,188-92.3% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 17.29% | 28.97%-11.7pp | 31.39%-14.1pp | 148.84%-131.5pp |
| Employer contribution / active EE | $1,008 | $1,196-15.7% | $1,017-0.9% | $4,248-76.3% |
| Participant deferral / active EE | $1,355 | $2,367-42.8% | $2,035-33.4% | $6,531-79.3% |
| Admin fee / account holder | $1,188 | $3,518-66.2% | $3,197-62.8% | $14,480-91.8% |